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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
SW
701
SVB Wealth
Massachusetts
$856K +$380K +1,540 +76%
II
702
Inspire Investing
Idaho
$853K -$493K -1,997 -36%
AAS
703
Ameritas Advisory Services
Nebraska
$853K +$24.2K +98 +3%
MIM
704
Meridiem Investment Management
United Kingdom
$852K – – –
MWC
705
MBM Wealth Consultants
Missouri
$848K -$36.5K -148 -4%
CQS
706
Credential Qtrade Securities
$844K +$9.87K +40 +1%
HWM
707
Hohimer Wealth Management
Washington
$831K -$987 -4 -0.1%
MWM
708
MorganRosel Wealth Management
Colorado
$827K +$850K +3,447 New
PFG
709
PAX Financial Group
Texas
$826K -$493 -2 -0.1%
MMPW
710
Mitchell McLeod Pugh & Williams
Alabama
$825K +$81.9K +332 +11%
IFWM
711
Institute for Wealth Management
Colorado
$820K – – –
TFA
712
Transamerica Financial Advisors
Florida
$819K +$11.8K +48 +1%
CCM
713
CTC Capital Management
Illinois
$816K +$839K +3,400 New
PA
714
Profund Advisors
Maryland
$812K -$8.88K -36 -1%
SF
715
Summit Financial
New Jersey
$811K +$78K +316 +10%
O
716
Ossiam
France
$811K +$833K +3,378 +168,900%
CTC
717
Central Trust Company
Missouri
$805K +$542K +2,196 +189%
CAG
718
Csenge Advisory Group
Florida
$802K +$34K +138 +4%
HT
719
HighTower Trust
Texas
$784K +$807K +3,270 New
FB
720
Fulton Bank
Pennsylvania
$783K -$28.1K -114 -3%
Acadian Asset Management
721
Acadian Asset Management
Massachusetts
$779K +$804K +3,258 New
FA
722
FDx Advisors
Illinois
$778K -$534K -2,164 -40%
SS
723
Simplicity Solutions
Minnesota
$776K +$51.3K +208 +7%
5L
724
55I LLC
Massachusetts
$774K +$395K +1,602 +99%
IWC
725
Integrated Wealth Concepts
Massachusetts
$762K -$10.9K -44 -1%