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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$238K -$27.2K -248 -10%
SPC
752
Sigma Planning Corp
Michigan
$238K -$97.5K -889 -28%
CGPCS
753
Capital Group Private Client Services
California
$237K – – –
AF
754
Aldebaran Financial
$237K +$252K +2,294 New
SWA
755
Strata Wealth Advisors
Texas
$237K +$658 +6 +0.3%
AP
756
Americana Partners
Texas
$236K +$250K +2,283 New
OL
757
Optas LLC
Texas
$236K +$33.1K +302 +15%
PA
758
Parallel Advisors
California
$235K +$1.1K +10 +0.4%
IAS
759
Insigneo Advisory Services
Florida
$232K -$4.93K -45 -2%
NG
760
Norden Group
Utah
$227K +$4.17K +38 +2%
CCM
761
Chiron Capital Management
Florida
$227K -$175K -1,600 -42%
CIA
762
Concurrent Investment Advisors
Florida
$226K -$23.5K -214 -9%
DSCM
763
Divisadero Street Capital Management
Florida
$225K – – –
PIM
764
Plato Investment Management
Australia
$225K +$43.1K +393 +22%
RCG
765
Ruane, Cunniff & Goldfarb
New York
$224K +$2.85K +26 +1%
WG
766
Welch Group
Alabama
$224K +$110 +1 +0%
IFWM
767
Institute for Wealth Management
Colorado
$224K -$22.6K -206 -9%
OIA
768
OneDigital Investment Advisors
Kansas
$223K +$10.3K +94 +5%
FCM
769
Fourpath Capital Management
Oklahoma
$222K – – –
MGIA
770
Moneta Group Investment Advisors
Missouri
$222K -$61.1K -557 -21%
EP
771
Essential Partners
California
$221K +$225K +2,049 +2,302%
PPW
772
Parcion Private Wealth
Washington
$220K +$234K +2,133 New
WAM
773
Weatherly Asset Management
California
$220K – – –
CPCM
774
Cardinal Point Capital Management
Ontario, Canada
$219K +$11K +100 +5%
HIS
775
Harvest Investment Services
Illinois
$219K +$232K +2,120 New
29 30
31
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