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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
901
Dorchester Wealth Management
Quebec, Canada
$337K – – –
BFO
902
Boston Family Office
Massachusetts
$336K -$37K -150 -10%
CTA
903
Chesley Taft & Associates
Illinois
$336K – – –
NP
904
NorthRock Partners
Minnesota
$334K -$20K -81 -5%
IFG
905
Independent Financial Group
California
$333K +$104K +421 +44%
SGCA
906
Steel Grove Capital Advisors
Tennessee
$332K +$49.3K +200 +17%
GPA
907
Garrison Point Advisors
California
$332K +$341K +1,383 New
IGWM
908
ICA Group Wealth Management
Colorado
$331K +$1.48K +6 +0.4%
CIM
909
Contravisory Investment Management
Massachusetts
$329K – – –
MSAM
910
Moloney Securities Asset Management
Missouri
$326K – – –
QT
911
Quantbot Technologies
New York
$325K +$334K +1,355 New
BWM
912
BCS Wealth Management
Tennessee
$324K -$11.1K -45 -3%
WW
913
Westshore Wealth
California
$323K -$261K -1,060 -44%
1W
914
1776 Wealth
Georgia
$322K – – –
RCAG
915
Rehmann Capital Advisory Group
Michigan
$321K +$5.67K +23 +2%
SBF
916
Sara-Bay Financial
Florida
$321K – – –
TWM
917
TriaGen Wealth Management
California
$321K +$1.48K +6 +0.5%
EFG
918
Everhart Financial Group
Ohio
$321K +$60.2K +244 +22%
CAL
919
Capital Analysts LLC
Pennsylvania
$319K +$5.92K +24 +2%
IA
920
IFG Advisory
Georgia
$319K +$18.3K +74 +6%
SCA
921
Stonebridge Capital Advisors
Minnesota
$318K +$258K +1,047 +374%
HPWM
922
Highland Private Wealth Management
Washington
$317K -$1.73K -7 -0.5%
CAM
923
Columbia Asset Management
Michigan
$317K +$35.8K +145 +12%
VBCG
924
Valley Brook Capital Group
Pennsylvania
$316K +$4.93K +20 +2%
PAM
925
Paradigm Asset Management
New York
$312K -$49.3K -200 -13%
35 36
37
38 39