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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
651
Prospera Financial Services
Texas
$515K +$4.97K +41 +1%
VFA
652
Valeo Financial Advisors
Indiana
$513K +$458K +3,775 New
KWA
653
Kingswood Wealth Advisors
California
$513K -$131K -1,077 -22%
EWA
654
EverSource Wealth Advisors
Alabama
$512K +$17.8K +147 +4%
AWA
655
Arkadios Wealth Advisors
Georgia
$508K +$97.9K +807 +28%
PP
656
Patten & Patten
Tennessee
$503K +$57.5K +474 +15%
WA
657
Waverly Advisors
Alabama
$501K +$71.7K +591 +19%
CNBT
658
Canandaigua National Bank & Trust
New York
$500K -$765K -6,304 -63%
SWM
659
Spire Wealth Management
Virginia
$498K -$9.22K -76 -2%
RGF
660
Retirement Guys Formula
Ohio
$488K +$46.8K +386 +12%
AIM
661
Acropolis Investment Management
Missouri
$486K -$100K -824 -19%
IIA
662
ICW Investment Advisors
Arizona
$485K +$12.5K +103 +3%
OC
663
Oppenheimer & Co
New York
$485K +$22.3K +184 +5%
CAMG
664
CWA Asset Management Group
Florida
$484K -$243K -2,006 -36%
SC
665
Savant Capital
Illinois
$481K +$429K +3,540 New
NL
666
Navalign LLC
California
$481K -$80.2K -661 -16%
SYBT
667
Stock Yards Bank & Trust
Kentucky
$481K -$62.7K -517 -13%
WCA
668
Waypoint Capital Advisors
Minnesota
$481K – – –
GCP
669
GSA Capital Partners
United Kingdom
$478K -$2.9M -23,875 -87%
RC
670
Roundview Capital
New Jersey
$475K +$424K +3,494 New
SW
671
SVB Wealth
Massachusetts
$462K +$151K +1,247 +58%
AWM
672
Axxcess Wealth Management
California
$462K +$59.9K +494 +17%
AAS
673
Ameritas Advisory Services
Nebraska
$460K +$52.5K +433 +15%
MNBTD
674
Moody National Bank Trust Division
Texas
$458K -$605K -4,987 -60%
MIM
675
Meridiem Investment Management
United Kingdom
$455K – – –
25 26
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28 29