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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Modern Wealth Management
Kansas
$362K +$179K +1,258 +69%
PA
727
Profund Advisors
Maryland
$360K +$35.2K +247 +9%
GAA
728
Global Assets Advisory
Florida
$359K -$12.5K -88 -3%
AFGAS
729
Allegiance Financial Group Advisory Services
Virginia
$358K +$185K +1,295 +75%
OIA
730
OneDigital Investment Advisors
Kansas
$358K -$77.6K -544 -15%
ECM
731
Everence Capital Management
Indiana
$357K – – –
AWS
732
Arkfeld Wealth Strategies
Nebraska
$355K +$10.7K +75 +3%
CA
733
Claro Advisors
Massachusetts
$343K +$412K +2,892 New
APC
734
Aspire Private Capital
North Carolina
$343K -$275K -1,926 -40%
TWM
735
Thrive Wealth Management
Pennsylvania
$339K -$80.6K -565 -17%
GFPC
736
Global Financial Private Client
Florida
$338K +$406K +2,847 New
NWM
737
Northwest Wealth Management
Iowa
$337K +$22.4K +157 +6%
IAS
738
Integrity Advisory Solutions
Texas
$336K +$22.4K +157 +6%
MNBTD
739
Moody National Bank Trust Division
Texas
$336K -$111K -775 -22%
BFIM
740
Beese Fulmer Investment Management
Ohio
$334K +$137K +962 +52%
CWM
741
Cornerstone Wealth Management
Missouri
$331K -$6.84K -48 -2%
TC
742
TwinBeech Capital
New York
$329K +$396K +2,775 New
CIAM
743
Caitong International Asset Management
Hong Kong
$329K +$368K +2,583 +1,389%
BBHC
744
Brown Brothers Harriman & Co
New York
$325K +$144K +1,007 +58%
CSC
745
Caldwell Sutter Capital
California
$324K -$65K -456 -14%
LIM
746
Leavell Investment Management
Alabama
$323K +$7.13K +50 +2%
WS
747
Wedbush Securities
California
$321K +$69.3K +486 +22%
DWP
748
Daymark Wealth Partners
Ohio
$321K +$385K +2,701 New
RA
749
Ruggaard & Associates
Ohio
$318K +$13.3K +93 +4%
QL
750
Quarry LP
New York
$317K +$329K +2,307 +629%
28 29
30
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