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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
951
EP Wealth Advisors
California
$203K +$216K +955 New
AFWM
952
AMJ Financial Wealth Management
Virginia
$202K – – –
NL
953
NWAM LLC
Washington
$202K +$1.8K +8 +0.8%
PWM
954
Provident Wealth Management
Tennessee
$201K – – –
WQ
955
Wealth Quarterback
New Jersey
$201K +$451 +2 +0.2%
AIP
956
Almanack Investment Partners
Pennsylvania
$201K +$213K +946 New
FFC
957
First Financial Corp
Indiana
$200K – – –
GC
958
Gilbert & Cook
Iowa
$200K +$212K +941 New
GG
959
Gleason Group
Kentucky
$199K +$68.1K +302 +47%
EI
960
Ellevest Inc
New York
$197K +$30K +133 +17%
CFA
961
Carroll Financial Associates
North Carolina
$196K +$31.8K +141 +18%
FCB
962
First Command Bank
Texas
$194K -$39.5K -175 -16%
FCFS
963
First Command Financial Services
Texas
$194K -$39.5K -175 -16%
DFCM
964
Dark Forest Capital Management
Puerto Rico
$188K +$199K +884 New
KPCM
965
Kings Point Capital Management
New York
$182K – – –
CWA
966
Clearview Wealth Advisors
Oregon
$152K -$152K -672 -48%
KFI
967
Key Financial Inc
Pennsylvania
$145K – – –
CF
968
Centaurus Financial
California
$145K +$6.09K +27 +4%
DWP
969
Destiny Wealth Partners
Florida
$142K +$151K +669 New
LWM
970
Liberty Wealth Management
California
$139K +$72.4K +321 +101%
WT
971
Whittier Trust
California
$137K +$19.2K +85 +15%
AFS
972
Annapolis Financial Services
Maryland
$135K – – –
HWMA
973
Heritage Wealth Management (Arizona)
Arizona
$134K +$15.8K +70 +12%
KIG
974
Kowal Investment Group
Wisconsin
$131K +$140K +619 New
CI
975
CX Institutional
Indiana
$121K -$30.5K -135 -19%