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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
901
Central Trust Company
Missouri
$241K -$8.57K -38 -3%
RWA
902
River Wealth Advisors
Pennsylvania
$240K -$15.8K -70 -6%
YMRC
903
Yorktown Management & Research Company
Virginia
$240K +$255K +1,130 New
JCM
904
Jacobi Capital Management
Pennsylvania
$239K +$451 +2 +0.2%
FFA
905
First Foundation Advisors
California
$239K +$254K +1,127 New
BWA
906
Beam Wealth Advisors
Louisiana
$237K -$9.48K -42 -4%
MCM
907
Maryland Capital Management
Maryland
$237K – – –
AF
908
Advisornet Financial
Minnesota
$237K +$54.6K +242 +28%
KMWM
909
Keudell/Morrison Wealth Management
Oregon
$235K – – –
PP
910
PDS Planning
Ohio
$233K +$5.87K +26 +2%
FC
911
Financial Consulate
Maryland
$233K +$27.8K +123 +13%
1W
912
1776 Wealth
Georgia
$233K +$29.6K +131 +14%
VIM
913
Vista Investment Management
Pennsylvania
$232K -$1.13K -5 -0.5%
ARG
914
Advisory Resource Group
Oklahoma
$231K +$451 +2 +0.2%
TCA
915
Transcend Capital Advisors
New Jersey
$231K +$235K +1,042 New
AWM
916
Altium Wealth Management
New York
$229K -$677 -3 -0.3%
PGAM
917
Princeton Global Asset Management
New Jersey
$229K – – –
ZIM
918
Zacks Investment Management
Illinois
$229K +$244K +1,082 New
CCM
919
Coldstream Capital Management
Washington
$228K -$55.7K -247 -19%
GIA
920
Gateway Investment Advisers
Ohio
$227K -$11.5K -51 -5%
CA
921
Calton & Associates
Florida
$226K +$451 +2 +0.2%
WMP
922
Wealth Management Partners
Arizona
$225K -$9.03K -40 -4%
EPA
923
Element Pointe Advisors
Florida
$224K – – –
FANJ
924
Financial Architects (New Jersey)
New Jersey
$221K +$235K +1,040 New
ACP
925
Aviance Capital Partners
Florida
$220K – – –
35 36
37
38 39