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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
SF
701
Summit Financial
New Jersey
$712K +$60.3K +284 +10%
AAP
702
Arax Advisory Partners
Colorado
$711K +$46.3K +218 +7%
TSW
703
Thompson Siegel & Walmsley
Virginia
$700K +$318K +1,496 +91%
PP
704
Patten & Patten
Tennessee
$694K +$212 +1 +0%
F
705
F3Logic
Minnesota
$693K -$473K -2,225 -42%
ECA
706
Elevated Capital Advisors
Utah
$688K +$656K +3,090 New
PA
707
Parallel Advisors
California
$684K -$66.7K -314 -9%
HIC
708
Hartline Investment Corp
Illinois
$682K +$170K +800 +34%
BAM
709
Belpointe Asset Management
Nevada
$676K +$39.5K +186 +7%
WA
710
Wealth Alliance
New York
$675K +$5.1K +24 +0.8%
WS
711
Wedbush Securities
California
$674K -$339K -1,598 -35%
MUAMU
712
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$668K -$1.7M -8,000 -73%
PWMG
713
Prestige Wealth Management Group
New Jersey
$667K +$388K +1,828 +156%
OWA
714
Octavia Wealth Advisors
Ohio
$666K +$6.16K +29 +1%
AIP
715
Ameritas Investment Partners
Nebraska
$658K -$21.9K -103 -3%
EI
716
Ethic Inc
New York
$658K +$146K +689 +30%
SS
717
Simplicity Solutions
Minnesota
$651K -$33.8K -159 -5%
LB
718
Legacy Bridge
Iowa
$651K
ETC
719
Exchange Traded Concepts
Oklahoma
$648K +$89.9K +423 +17%
KA
720
Kintegral Advisory
New York
$647K +$13.8K +65 +2%
Twin Tree Management
721
Twin Tree Management
Texas
$639K -$1.94M -9,116 -76%
CWM
722
Circle Wealth Management
New Jersey
$638K +$71K +334 +13%
Polen Capital Management
723
Polen Capital Management
Florida
$637K -$271K -1,275 -31%
TW
724
TrinityPoint Wealth
Connecticut
$635K +$6.16K +29 +1%
DY
725
Dowling & Yahnke
California
$632K +$70.7K +333 +13%