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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
726
Thrive Wealth Management
Pennsylvania
$366K +$80.9K +667 +33%
TSS
727
Two Sigma Securities
New York
$366K -$1.93M -15,922 -86%
CBT
728
Central Bank & Trust
Kentucky
$361K -$35.5K -293 -10%
IFWM
729
Institute for Wealth Management
Colorado
$358K -$32.9K -271 -9%
CT
730
Clearstead Trust
Maine
$356K +$318K +2,618 New
PAM
731
Paradigm Asset Management
New York
$353K – – –
MYAM
732
Meiji Yasuda Asset Management
Japan
$353K -$99.2K -818 -24%
CT
733
Caldwell Trust
Florida
$352K +$234K +1,926 +290%
MCM
734
Monarch Capital Management
Indiana
$350K -$49.1K -405 -14%
SIA
735
Soltis Investment Advisors
Utah
$349K -$29.6K -244 -9%
FNBSF
736
First National Bank Sioux Falls
South Dakota
$348K +$311K +2,561 New
CAM
737
Cypress Asset Management
Texas
$339K -$37.6K -310 -11%
MIM
738
Morningstar Investment Management
Illinois
$339K -$14.7K -121 -5%
PCS
739
Personal CFO Solutions
New Jersey
$337K +$15.6K +129 +5%
SFI
740
Siemens Fonds Invest
Germany
$333K +$297K +2,452 New
CW
741
CreativeOne Wealth
Kansas
$333K +$297K +2,451 New
AIP
742
Ameritas Investment Partners
Nebraska
$332K -$19.4K -160 -6%
FB
743
Fulton Bank
Pennsylvania
$332K +$15.5K +128 +6%
LSPW
744
Lake Street Private Wealth
Illinois
$330K +$44.6K +368 +18%
TPCM
745
Templeton & Phillips Capital Management
Tennessee
$326K +$291K +2,400 New
ECM
746
Evergreen Capital Management
Washington
$324K +$289K +2,384 New
HIC
747
Hartline Investment Corp
Illinois
$319K – – –
FCP
748
Fidelis Capital Partners
Florida
$319K +$285K +2,348 New
CI
749
Cigna Investments
Connecticut
$319K – – –
OWP
750
Obermeyer Wealth Partners
Colorado
$318K +$284K +2,338 New
28 29
30
31 32