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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
901
Bahl & Gaynor
Ohio
$276K +$16.7K +84 +7%
PA
902
Procyon Advisors
Connecticut
$274K -$201K -1,011 -43%
SBF
903
Sara-Bay Financial
Florida
$272K -$25K -126 -9%
BP
904
Ballentine Partners
Massachusetts
$271K +$596 +3 +0.2%
FA
905
FDx Advisors
Illinois
$269K -$25.5M -128,390 -99%
BCA
906
Berman Capital Advisors
Georgia
$268K +$35.3K +178 +15%
MSFS
907
Main Street Financial Solutions
Pennsylvania
$266K +$261K +1,313 New
CWM
908
Curi Wealth Management
North Carolina
$264K – – –
SP
909
Successful Portfolios
Florida
$263K -$7.15K -36 -3%
JIP
910
Jaffetilchin Investment Partners
Florida
$260K -$138K -693 -35%
LOAMS
911
Lombard Odier Asset Management (Switzerland)
Switzerland
$260K +$255K +1,284 New
CWM
912
Chesapeake Wealth Management
Virginia
$258K -$525K -2,646 -68%
VBCG
913
Valley Brook Capital Group
Pennsylvania
$258K +$4.96K +25 +2%
CCM
914
Coldstream Capital Management
Washington
$256K +$8.74K +44 +4%
CWM
915
Cornerstone Wealth Management
Missouri
$255K -$22.2K -112 -8%
GIA
916
Gateway Investment Advisers
Ohio
$255K -$1.39K -7 -0.6%
ACI
917
Alpha Cubed Investments
California
$255K +$7.94K +40 +3%
PPWM
918
PFG Private Wealth Management
Florida
$252K +$247K +1,245 New
MFW
919
Meristem Family Wealth
Minnesota
$251K – – –
EI
920
Ethic Inc
New York
$250K -$136K -686 -36%
BWA
921
Beam Wealth Advisors
Louisiana
$246K +$794 +4 +0.3%
MMPW
922
Mitchell McLeod Pugh & Williams
Alabama
$243K +$7.35K +37 +3%
AIM
923
Axiom Investment Management
New York
$242K -$847K -4,264 -78%
CG
924
Caprock Group
Idaho
$241K -$43.1K -217 -15%
TI
925
Tidal Investments
Wisconsin
$241K +$237K +1,191 New
35 36
37
38 39