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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
726
Meridiem Investment Management
United Kingdom
$704K -$44.9K -200 -6%
BTWM
727
Baker Tilly Wealth Management
Wisconsin
$704K +$130K +580 +21%
VIM
728
Vista Investment Management
Pennsylvania
$703K +$242K +1,077 +48%
WQ
729
Wealth Quarterback
New Jersey
$694K +$61.5K +274 +9%
FLI
730
Family Legacy Inc
South Carolina
$694K +$51.4K +229 +7%
MAS
731
Meeder Advisory Services
Ohio
$693K -$86.9K -387 -11%
IWC
732
Integrated Wealth Concepts
Massachusetts
$683K +$13.9K +62 +2%
GT
733
Glenview Trust
Kentucky
$682K -$22.4K -100 -3%
4WM
734
44 Wealth Management
Oregon
$679K +$306K +1,365 +73%
VFA
735
Valeo Financial Advisors
Indiana
$676K +$351K +1,562 +95%
SIA
736
Schechter Investment Advisors
Michigan
$676K -$303K -1,348 -30%
PWMG
737
Prestige Wealth Management Group
New Jersey
$672K -$206K -919 -22%
PFG
738
PAX Financial Group
Texas
$669K +$26K +116 +4%
TW
739
TrinityPoint Wealth
Connecticut
$669K +$3.82K +17 +0.5%
BC
740
Bridgefront Capital
Texas
$668K +$713K +3,174 New
LCM
741
Legato Capital Management
California
$668K +$213K +947 +43%
KI
742
Kula Investments
Illinois
$663K +$708K +3,152 New
PP
743
Patten & Patten
Tennessee
$657K +$224 +1 +0%
IFWM
744
Institute for Wealth Management
Colorado
$655K -$11K -49 -2%
PI
745
PFG Investments
New York
$655K +$698K +3,111 New
CQS
746
Credential Qtrade Securities
$653K -$4.49K -20 -0.6%
CCG
747
Ceeto Capital Group
Florida
$652K +$16.8K +75 +2%
XSC
748
X-Square Capital
Puerto Rico
$645K -$42.7K -190 -6%
CAG
749
Csenge Advisory Group
Florida
$645K -$206K -918 -23%
PA
750
Profund Advisors
Maryland
$635K -$53.9K -240 -7%
28 29
30
31 32