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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
901
True Link Financial Advisors
California
$253K +$3.78K +18 +2%
BWA
902
Beam Wealth Advisors
Louisiana
$251K -$11.6K -55 -5%
BG
903
Bollard Group
Massachusetts
$251K +$420 +2 +0.2%
CIA
904
Capital Investment Advisors
Georgia
$248K +$11.1K +53 +5%
CAL
905
Capital Analysts LLC
Pennsylvania
$247K – – –
WSTAM
906
Wilbanks Smith & Thomas Asset Management
Virginia
$245K +$7.98K +38 +3%
EWM
907
Evercore Wealth Management
New York
$244K -$9.66K -46 -4%
GBT
908
Grove Bank & Trust
Florida
$244K -$840 -4 -0.4%
BTWM
909
Baker Tilly Wealth Management
Wisconsin
$244K +$237K +1,128 New
JCM
910
Jacobi Capital Management
Pennsylvania
$243K +$62.2K +296 +36%
GIA
911
Gateway Investment Advisers
Ohio
$242K -$29.2K -139 -11%
MCM
912
Maryland Capital Management
Maryland
$241K – – –
KMWM
913
Keudell/Morrison Wealth Management
Oregon
$240K -$8.4K -40 -3%
LCM
914
Laurion Capital Management
New York
$240K +$233K +1,107 New
PCM
915
Prelude Capital Management
New York
$240K +$233K +1,110 New
VIM
916
Vista Investment Management
Pennsylvania
$238K +$4.83K +23 +2%
WMP
917
Wealth Management Partners
Arizona
$238K +$231K +1,101 New
FCB
918
First Command Bank
Texas
$236K – – –
FCFS
919
First Command Financial Services
Texas
$236K – – –
EPA
920
Element Pointe Advisors
Florida
$236K +$221K +1,054 New
PA
921
Procyon Advisors
Connecticut
$235K -$56.7K -270 -20%
ARG
922
Advisory Resource Group
Oklahoma
$235K -$15.5K -74 -6%
AWM
923
Altium Wealth Management
New York
$234K -$62.4K -297 -22%
PGAM
924
Princeton Global Asset Management
New Jersey
$234K – – –
PP
925
PDS Planning
Ohio
$232K +$225K +1,073 New
35 36
37
38 39