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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
801
Holistic Planning
Texas
$240K +$237K +2,082 New
CS
802
Capital Square
Tennessee
$239K -$3.41K -30 -1%
LSPW
803
Lake Street Private Wealth
Illinois
$237K – – –
GSC
804
Ground Swell Capital
South Carolina
$236K +$233K +2,054 New
AWC
805
Abundance Wealth Counselors
Pennsylvania
$236K -$57.3K -504 -20%
IFWM
806
Institute for Wealth Management
Colorado
$234K -$11.7K -103 -5%
HAS
807
HBW Advisory Services
California
$234K +$1.71K +15 +0.7%
DWM
808
Drive Wealth Management
Utah
$233K +$230K +2,023 New
SFG
809
Southern Financial Group
Alabama
$233K -$27K -238 -11%
WIA
810
World Investment Advisors
California
$233K -$25.6K -225 -10%
RC
811
Rahlfs Capital
Texas
$231K – – –
LC
812
Landaas & Company
Wisconsin
$230K – – –
TF
813
Tompkins Financial
New York
$230K – – –
KIA
814
Knollwood Investment Advisory
Maryland
$228K – – –
VCM
815
Versant Capital Management
Arizona
$223K +$33.1K +291 +18%
ECM
816
Evergreen Capital Management
Washington
$222K -$6.93K -61 -3%
GS
817
GTS Securities
Florida
$220K -$56.3K -495 -21%
MC
818
Machina Capital
France
$219K -$1.54M -13,578 -88%
TYCC
819
Texas Yale Capital Corp
Florida
$218K – – –
AIP
820
Ameritas Investment Partners
Nebraska
$218K -$13K -114 -6%
JF
821
Jump Financial
Illinois
$217K -$1.23M -10,823 -85%
PP
822
PDS Planning
Ohio
$217K +$6.48K +57 +3%
SF
823
Symphony Financial
Texas
$216K -$66.5K -585 -24%
HSA
824
HBK Sorce Advisory
Pennsylvania
$216K +$193K +1,700 New
KFS
825
Keynote Financial Services
Connecticut
$215K – – –
31 32
33
34 35