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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
601
Severin Investments
Missouri
$700K +$52K +466 +10%
BAM
602
Belpointe Asset Management
Nevada
$700K -$70.7K -634 -11%
VFA
603
Values First Advisors
Tennessee
$696K -$118K -1,059 -17%
RG
604
Rathbones Group
United Kingdom
$690K -$28.2K -253 -5%
JCM
605
Jacobi Capital Management
Pennsylvania
$687K -$5.69K -51 -1%
JPWM
606
Jamison Private Wealth Management
Georgia
$687K -$12K -108 -2%
JCIA
607
Jackson Creek Investment Advisors
Colorado
$681K +$572K +5,130 New
VT
608
Vise Technologies
New York
$680K +$242K +2,167 +73%
WIS
609
Wright Investors Service
Connecticut
$674K +$567K +5,079 New
CBT
610
CoreFirst Bank & Trust
Kansas
$664K +$15.6K +140 +3%
EW
611
Evoke Wealth
California
$660K +$178K +1,593 +47%
CFO
612
Callan Family Office
Pennsylvania
$657K +$194K +1,737 +54%
PCM
613
Prelude Capital Management
New York
$650K -$1.76M -15,767 -76%
1M
614
1248 Management
Missouri
$640K – – –
APC
615
Aspire Private Capital
North Carolina
$639K +$101K +906 +23%
SSCM
616
Spectrum Strategic Capital Management
Oregon
$638K +$536K +4,808 New
DILIC
617
Dai-ichi Life Insurance Company
Japan
$631K +$530K +4,752 New
SAA
618
Southeast Asset Advisors
Georgia
$629K – – –
LWAM
619
Legacy Wealth Asset Management
Minnesota
$628K +$129K +1,160 +32%
FPL
620
Fortress Private Ledger
North Carolina
$627K +$129K +1,153 +32%
OCA
621
OpenArc Corporate Advisory
Georgia
$627K +$527K +4,723 New
PCIA
622
Prime Capital Investment Advisors
Kansas
$624K -$34.5K -309 -6%
IA
623
Inspire Advisors
Idaho
$621K +$17.7K +159 +4%
CL
624
Choreo LLC
Illinois
$619K -$60.9K -546 -11%
FRA
625
Frank Rimerman Advisors
California
$614K +$8.59K +77 +2%
23 24
25
26 27