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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
751
Octavia Wealth Advisors
Ohio
$625K -$2.02K -9 -0.3%
WFC
752
Western Financial Corp
California
$624K +$42.4K +189 +7%
LB
753
Legacy Bridge
Iowa
$622K -$3.37K -15 -0.5%
IIA
754
ICW Investment Advisors
Arizona
$619K +$54.3K +242 +9%
AF
755
Allworth Financial
California
$616K -$315K -1,405 -32%
WHCI
756
W.H. Cornerstone Investments
Massachusetts
$612K +$47.4K +211 +8%
BL
757
Balentine LLC
Georgia
$606K -$635K -2,827 -50%
MCM
758
Monarch Capital Management
Indiana
$604K +$8.98K +40 +1%
FNBT
759
FineMark National Bank & Trust
Florida
$603K +$31.4K +140 +5%
PFS
760
Prospera Financial Services
Texas
$601K +$166K +741 +35%
VV
761
Verity & Verity
South Carolina
$600K -$9.43K -42 -1%
BCM
762
Brookstone Capital Management
Illinois
$599K -$106K -471 -14%
TWM
763
Thrive Wealth Management
Pennsylvania
$593K -$10.8K -48 -2%
SW
764
SVB Wealth
Massachusetts
$589K -$47.8K -213 -7%
CAM
765
Cresset Asset Management
Illinois
$587K -$231K -1,028 -27%
FAB
766
First American Bank
Illinois
$583K +$10.6K +47 +2%
DWM
767
Dakota Wealth Management
Florida
$580K +$34.6K +154 +6%
ACM
768
Advisors Capital Management
New Jersey
$579K +$152K +675 +33%
WT
769
Whittier Trust
California
$579K +$441K +1,963 +249%
CCM
770
Coldstream Capital Management
Washington
$579K -$115K -512 -16%
CTC
771
Central Trust Company
Missouri
$576K -$279K -1,241 -31%
MM
772
MQS Management
New York
$575K +$613K +2,730 New
CI
773
Cigna Investments
Connecticut
$574K -$18.4K -82 -3%
BAM
774
Belpointe Asset Management
Nevada
$573K -$675K -3,006 -52%
AIP
775
Ameritas Investment Partners
Nebraska
$573K