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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Patron Partners
Texas
$487K – – –
MSFS
827
Main Street Financial Solutions
Pennsylvania
$486K +$488K +1,974 New
CPSC
828
Carl P. Sherr & Co
Massachusetts
$484K +$57.4K +232 +13%
JCM
829
Jacobi Capital Management
Pennsylvania
$483K +$495 +2 +0.1%
DWP
830
Destiny Wealth Partners
Florida
$475K +$284K +1,150 +148%
FCI
831
Financial Counselors Inc
Kansas
$471K +$91K +368 +24%
USCWA
832
U.S. Capital Wealth Advisors
Texas
$470K +$5.69K +23 +1%
SFI
833
Siemens Fonds Invest
Germany
$470K -$81.4K -329 -15%
LWAC
834
Laurel Wealth Advisors (California)
California
$466K – – –
BP
835
Ballentine Partners
Massachusetts
$464K +$9.15K +37 +2%
BFG
836
Berger Financial Group
Minnesota
$462K -$13.8K -56 -3%
AC
837
Avestar Capital
New York
$461K +$81.9K +331 +21%
4WM
838
44 Wealth Management
Oregon
$458K -$4.95K -20 -1%
CI
839
Conning Inc
Connecticut
$455K -$989 -4 -0.2%
WSTAM
840
Wilbanks Smith & Thomas Asset Management
Virginia
$452K -$5.44K -22 -1%
B
841
Bellecapital
Switzerland
$451K -$151K -609 -25%
CWM
842
Circle Wealth Management
New Jersey
$445K -$255K -1,032 -36%
LWAM
843
Legacy Wealth Asset Management
Minnesota
$440K +$5.69K +23 +1%
DMBA
844
Deseret Mutual Benefit Administrators
Utah
$436K -$346K -1,401 -44%
VT
845
Vise Technologies
New York
$434K -$34.9K -141 -7%
STA
846
Summit Trail Advisors
New York
$431K -$49K -198 -10%
RFA
847
Resurgent Financial Advisors
Georgia
$429K -$14.8K -60 -3%
FI
848
Financial Insights
Washington
$428K +$173K +699 +67%
NW
849
NewEdge Wealth
Pennsylvania
$426K +$134K +541 +45%
BWM
850
Baron Wealth Management
Michigan
$425K +$426K +1,724 New
32 33
34
35 36