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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
726
Next Financial Group
Texas
$646K +$49.2K +250 +9%
WSCM
727
Wellington Shields Capital Management
New York
$644K +$315K +1,600 +109%
IFWM
728
Institute for Wealth Management
Colorado
$643K +$70.2K +357 +13%
Luther King Capital Management (LKCM)
729
Luther King Capital Management (LKCM)
Texas
$633K +$3.74K +19 +0.6%
MYIA
730
Mount Yale Investment Advisors
Colorado
$633K +$26.6K +135 +5%
CW
731
CreativeOne Wealth
Kansas
$631K +$74K +376 +14%
KAS
732
Kemnay Advisory Services
New York
$630K +$591K +3,006 New
CPA
733
Court Place Advisors
Maryland
$628K +$56.1K +285 +11%
SC
734
SRB Corp
Massachusetts
$619K +$581K +2,953 New
RIM
735
Rampart Investment Management
Connecticut
$613K -$1.79M -9,115 -76%
TCM
736
Twin Capital Management
Pennsylvania
$613K -$11.2K -57 -2%
TW
737
TrinityPoint Wealth
Connecticut
$613K +$575K +2,925 New
EWM
738
Empirical Wealth Management
Washington
$611K +$573K +2,913 New
MAM
739
Morse Asset Management
Connecticut
$608K +$216K +1,100 +61%
CAM
740
Cresset Asset Management
Illinois
$604K +$66.5K +338 +13%
RCAG
741
Rehmann Capital Advisory Group
Michigan
$603K +$24.2K +123 +4%
SLAM
742
Swiss Life Asset Management
$599K -$5.06M -25,711 -90%
IGGA
743
Iron Gate Global Advisors
Utah
$597K +$252K +1,279 +81%
KA
744
Kintegral Advisory
New York
$596K -$17.9K -91 -3%
HIS
745
Harvest Investment Services
Illinois
$594K -$5.51K -28 -1%
PP
746
Patten & Patten
Tennessee
$594K +$197 +1 +0%
CRCM
747
Corbett Road Capital Management
Virginia
$590K +$20.7K +105 +4%
AB
748
Atlas Brown
Kentucky
$586K
IWC
749
Integrated Wealth Concepts
Massachusetts
$582K +$41.1K +209 +8%
DCM
750
Donaldson Capital Management
Indiana
$582K +$546K +2,778 New