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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
726
Lokken Investment Group
Delaware
$783K +$24.7K +100 +3%
IFWM
727
Institute for Wealth Management
Colorado
$779K -$64K -259 -8%
TW
728
TrinityPoint Wealth
Connecticut
$778K +$34.1K +138 +5%
CQS
729
Credential Qtrade Securities
$769K -$98.7K -399 -11%
PP
730
Patten & Patten
Tennessee
$768K +$495 +2 +0.1%
PFG
731
PAX Financial Group
Texas
$754K -$94.2K -381 -11%
AIA
732
Avalon Investment & Advisory
Texas
$750K -$7.91K -32 -1%
CCG
733
Ceeto Capital Group
Florida
$747K – – –
WQ
734
Wealth Quarterback
New Jersey
$745K +$748K +3,025 New
SW
735
SVB Wealth
Massachusetts
$742K -$138K -557 -16%
OWA
736
Octavia Wealth Advisors
Ohio
$735K – – –
LB
737
Legacy Bridge
Iowa
$731K +$11.6K +47 +2%
FLI
738
Family Legacy Inc
South Carolina
$731K +$123K +496 +19%
EVM
739
Evelyn V. Moreno
$730K – – –
VV
740
Verity & Verity
South Carolina
$712K +$715K +2,892 New
CCA
741
Cravens & Co Advisors
Tennessee
$710K +$713K +2,885 New
RBC
742
Romano Brothers & Co
Illinois
$710K – – –
TWM
743
Thrive Wealth Management
Pennsylvania
$706K +$34.1K +138 +5%
CGL
744
Clarius Group LLC
Washington
$704K +$2.72K +11 +0.4%
LNC
745
Lincoln National Corp
Pennsylvania
$698K +$9.4K +38 +1%
MCM
746
Monarch Capital Management
Indiana
$698K – – –
CI
747
Cigna Investments
Connecticut
$692K -$3.46K -14 -0.5%
WFC
748
Western Financial Corp
California
$684K +$5.93K +24 +0.9%
BTWM
749
Baker Tilly Wealth Management
Wisconsin
$680K +$120K +484 +21%
MOS
750
MGO One Seven
Ohio
$677K +$10.9K +44 +2%
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