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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
751
TD Private Client Wealth
New York
$555K -$1.68M -8,479 -76%
TW
752
TrinityPoint Wealth
Connecticut
$549K -$44.3K -223 -8%
DT
753
Diversified Trust
Tennessee
$546K +$49.8K +251 +10%
NFG
754
Next Financial Group
Texas
$544K -$60.8K -306 -10%
OPWM
755
Oxinas Partners Wealth Management
Indiana
$541K – – –
EF
756
Empirical Finance
Pennsylvania
$540K – – –
MFGM
757
Marshall Financial Group (Maryland)
Maryland
$539K +$529K +2,662 New
II
758
Inspire Investing
Idaho
$535K +$93.3K +470 +22%
BAM
759
Belpointe Asset Management
Nevada
$534K -$100K -506 -16%
CAG
760
Csenge Advisory Group
Florida
$534K -$97.5K -491 -16%
SS
761
Sunbelt Securities
Texas
$533K -$21.6K -109 -4%
MWC
762
MBM Wealth Consultants
Missouri
$530K +$45.1K +227 +9%
WAM
763
Weatherly Asset Management
California
$529K – – –
CB
764
Community Bank
New York
$525K +$32.8K +165 +7%
FC
765
Fulcrum Capital
Washington
$523K -$117K -590 -19%
TCM
766
Twin Capital Management
Pennsylvania
$520K -$55.6K -280 -10%
RB
767
Renasant Bank
Mississippi
$520K – – –
CGL
768
Clarius Group LLC
Washington
$520K +$78K +393 +18%
FEG
769
Financial Enhancement Group
Indiana
$519K -$27.4K -138 -5%
LFF
770
Level Four Financial
Texas
$518K -$63.1K -318 -11%
PAI
771
Pittenger & Anderson Inc
Nebraska
$518K +$17.9K +90 +4%
OQS
772
Occudo Quantitative Strategies
Florida
$518K +$508K +2,556 New
ECA
773
Elevated Capital Advisors
Utah
$511K +$127K +639 +38%
FNBT
774
FineMark National Bank & Trust
Florida
$509K -$7.55K -38 -1%
SIM
775
Sentry Investment Management
Wisconsin
$508K -$2.38M -11,972 -83%
29 30
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