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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Modera Wealth Management
New Jersey
$269K -$18.4K -168 -6%
SCA
727
Snowden Capital Advisors
New York
$268K +$11.3K +103 +4%
FSC
728
Full Sail Capital
Oklahoma
$265K +$282K +2,568 New
AAIS
729
ABN AMRO Investment Solutions
$263K +$279K +2,541 New
PA
730
Pinnacle Associates
New York
$261K -$274K -2,502 -50%
SMA
731
Sage Mountain Advisors
Georgia
$260K -$161K -1,471 -37%
CS
732
Capital Square
Tennessee
$260K -$7.89K -72 -3%
KWA
733
Kingswood Wealth Advisors
California
$258K +$38.2K +348 +16%
MM
734
MQS Management
New York
$255K +$72.9K +665 +37%
PTC
735
Petrus Trust Company
Texas
$255K -$117K -1,063 -30%
LFAS
736
Level Four Advisory Services
Texas
$254K -$189K -1,720 -41%
AFT
737
Alpha Family Trust
California
$253K – – –
WA
738
Waddell & Associates
Tennessee
$253K +$268K +2,449 New
JTWM
739
Jackson Thornton Wealth Management
Alabama
$251K +$281K +2,560 New
IAS
740
Integrity Advisory Solutions
Texas
$250K +$265K +2,416 New
M1FG
741
Mach-1 Financial Group
Arkansas
$250K +$265K +2,416 New
RA
742
RFG Advisory
Alabama
$248K -$3.84K -35 -1%
DMBA
743
Deseret Mutual Benefit Administrators
Utah
$245K +$28.6K +261 +12%
VA
744
VestGen Advisors
Illinois
$245K +$260K +2,369 New
NWWA
745
New Wave Wealth Advisors
Arkansas
$244K +$20K +182 +8%
PFM
746
Patton Fund Management
Texas
$243K – – –
SW
747
SteelPeak Wealth
California
$242K -$2.37M -21,647 -90%
BFA
748
Benedict Financial Advisors
Georgia
$241K -$28.3K -258 -10%
CT
749
Chicago Trust
Illinois
$241K +$256K +2,332 New
TFS
750
Thoroughbred Financial Services
Tennessee
$241K +$57K +520 +29%
28 29
30
31 32