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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
676
Global Retirement Partners
California
$12K +$7.69K +80 +211%
BCI
677
Brinker Capital Investments
Pennsylvania
$11K +$10.3K +107 New
DBT
678
Dubuque Bank & Trust
Iowa
$10K – – –
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
MSFP
680
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
MWM
681
Mascoma Wealth Management
New Hampshire
$10K – – –
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
JFA
683
JNBA Financial Advisors
Minnesota
$9K – – –
SIS
684
Sound Income Strategies
Florida
$8K – – –
SFM
685
Signet Financial Management
New Jersey
$7K – – –
TL
686
TrueWealth LLC
Georgia
$7K – – –
CIA
687
CSat Investment Advisory
Michigan
$7K +$7.21K +75 New
TFO
688
Tarbox Family Office
California
$6K -$11.9K -124 -66%
CIM
689
Contravisory Investment Management
Massachusetts
$6K – – –
DAM
690
Delta Asset Management
Tennessee
$6K – – –
GWS
691
Glassman Wealth Services
Virginia
$6K – – –
VCM
692
Versant Capital Management
Arizona
$6K – – –
SMFS
693
Squar Milner Financial Services
California
$6K +$5.77K +60 New
RE
694
RBC Europe
United Kingdom
$5.92K – – –
CAGAS
695
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
SJIM
696
St. Johns Investment Management
Florida
$5K – – –
TIM
697
Tortoise Investment Management
New York
$5K – – –
ICM
698
IMS Capital Management
Oregon
$5K +$4.81K +50 New
WA
699
WP Advisors
California
$5K +$5.1K +53 New
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
26 27
28
29 30