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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
776
SteelPeak Wealth
California
$322K +$9.37K +84 +4%
LSA
777
Leonteq Securities AG
Switzerland
$321K -$127K -1,140 -32%
DADC
778
D.A. Davidson & Co
Montana
$320K -$346K -3,103 -56%
PE
779
PCM Encore
Colorado
$318K +$267K +2,393 New
WB
780
WesBanco Bank
West Virginia
$318K -$109K -979 -29%
BAAM
781
Baker Avenue Asset Management
California
$315K -$124K -1,114 -32%
IAS
782
Insigneo Advisory Services
Florida
$315K +$13.9K +125 +6%
SWA
783
Strata Wealth Advisors
Texas
$314K +$8.37K +75 +3%
USCWA
784
U.S. Capital Wealth Advisors
Texas
$312K -$45.1K -404 -15%
WANY
785
Wealthspire Advisors (New York)
New York
$311K +$253K +2,266 +2,905%
BFA
786
Benedict Financial Advisors
Georgia
$311K +$892 +8 +0.3%
SF
787
Symphony Financial
Texas
$310K +$34.1K +306 +15%
JIC
788
Johnson Investment Counsel
Ohio
$309K -$69.7K -625 -21%
ACP
789
Argyle Capital Partners
California
$307K -$50.2K -450 -16%
SPC
790
Sigma Planning Corp
Michigan
$306K +$2.12K +19 +0.8%
TCM
791
TT Capital Management
California
$306K -$44.6K -400 -15%
BRWA
792
B. Riley Wealth Advisors
Florida
$305K -$107K -960 -29%
CGPCS
793
Capital Group Private Client Services
California
$305K – – –
CIA
794
Concurrent Investment Advisors
Florida
$299K +$7.47K +67 +3%
SFG
795
Southern Financial Group
Alabama
$299K +$251K +2,252 New
NG
796
Norden Group
Utah
$298K +$5.13K +46 +2%
AW
797
Alteri Wealth
California
$296K +$26.7K +239 +12%
WIA
798
World Investment Advisors
California
$295K +$248K +2,225 New
PFT
799
Providence First Trust
Arizona
$294K +$247K +2,217 New
WS
800
Wedbush Securities
California
$294K +$247K +2,218 New
30 31
32
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