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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
976
Carson Wealth (CWM LLC)
Nebraska
$154K – – –
CI
977
CX Institutional
Indiana
$153K +$32.6K +155 +28%
LSA
978
Leonteq Securities AG
Switzerland
$145K -$291K -1,385 -67%
BCM
979
Birch Capital Management
Texas
$145K +$141K +670 New
CF
980
Centaurus Financial
California
$142K -$6.51K -31 -5%
GG
981
Gleason Group
Kentucky
$138K +$210 +1 +0.2%
AFS
982
Annapolis Financial Services
Maryland
$137K – – –
CWM
983
Cedar Wealth Management
California
$123K +$210 +1 +0.2%
HWMA
984
Heritage Wealth Management (Arizona)
Arizona
$122K -$5.25K -25 -4%
WT
985
Whittier Trust
California
$121K – – –
FMT
986
First Mercantile Trust
Tennessee
$111K -$126K -599 -54%
SFPG
987
Stonebridge Financial Planning Group
Florida
$110K – – –
SWM
988
Selective Wealth Management
Virginia
$109K +$43.1K +205 +68%
ST
989
Smithfield Trust
Pennsylvania
$108K -$70.8K -337 -40%
SNT
990
Security National Trust
West Virginia
$108K – – –
WFA
991
West Financial Advisors
Iowa
$108K – – –
BFC
992
Bedel Financial Consulting
Indiana
$105K +$37.4K +178 +58%
WPA
993
West Paces Advisors
Georgia
$104K +$4.2K +20 +4%
PFGIA
994
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$10.9K +52 +12%
PCG
995
Private Capital Group
Connecticut
$94K +$5.25K +25 +6%
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$94K +$86.1K +410 +1,577%
CA
997
Clearstead Advisors
Ohio
$91K -$210 -1 -0.2%
SSB
998
Sandy Spring Bank
Maryland
$86K +$11.3K +54 +16%
CP
999
Castleview Partners
Texas
$86K +$83.8K +399 New
RDWM
1000
Red Door Wealth Management
Tennessee
$86K +$84.3K +401 New