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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
901
Yorktown Management & Research Company
Virginia
$240K +$255K +1,130 New
JCM
902
Jacobi Capital Management
Pennsylvania
$239K +$451 +2 +0.2%
FFA
903
First Foundation Advisors
California
$239K +$254K +1,127 New
BWA
904
Beam Wealth Advisors
Louisiana
$237K -$9.48K -42 -4%
MCM
905
Maryland Capital Management
Maryland
$237K – – –
AF
906
Advisornet Financial
Minnesota
$237K +$54.6K +242 +28%
KMWM
907
Keudell/Morrison Wealth Management
Oregon
$235K – – –
PP
908
PDS Planning
Ohio
$233K +$5.87K +26 +2%
FC
909
Financial Consulate
Maryland
$233K +$27.8K +123 +13%
1W
910
1776 Wealth
Georgia
$233K +$29.6K +131 +14%
VIM
911
Vista Investment Management
Pennsylvania
$232K -$1.13K -5 -0.5%
ARG
912
Advisory Resource Group
Oklahoma
$231K +$451 +2 +0.2%
TCA
913
Transcend Capital Advisors
New Jersey
$231K +$235K +1,042 New
AWM
914
Altium Wealth Management
New York
$229K -$677 -3 -0.3%
PGAM
915
Princeton Global Asset Management
New Jersey
$229K – – –
ZIM
916
Zacks Investment Management
Illinois
$229K +$244K +1,082 New
CCM
917
Coldstream Capital Management
Washington
$228K -$55.7K -247 -19%
GIA
918
Gateway Investment Advisers
Ohio
$227K -$11.5K -51 -5%
CA
919
Calton & Associates
Florida
$226K +$451 +2 +0.2%
WMP
920
Wealth Management Partners
Arizona
$225K -$9.03K -40 -4%
EPA
921
Element Pointe Advisors
Florida
$224K – – –
FANJ
922
Financial Architects (New Jersey)
New Jersey
$221K +$235K +1,040 New
ACP
923
Aviance Capital Partners
Florida
$220K – – –
TWA
924
TCI Wealth Advisors
Arizona
$220K – – –
KCM
925
Kathmere Capital Management
Pennsylvania
$220K +$17.8K +79 +8%
35 36
37
38 39