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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1001
Perigon Wealth Management
California
$161K +$164K +767 New
CFA
1002
Carroll Financial Associates
North Carolina
$154K -$5.77K -27 -4%
Carson Wealth (CWM LLC)
1003
Carson Wealth (CWM LLC)
Nebraska
$154K
RPWA
1004
Regent Peak Wealth Advisors
Georgia
$154K +$157K +734 New
AF
1005
Advisornet Financial
Minnesota
$137K -$1.71K -8 -1%
GC
1006
Globeflex Capital
California
$136K
EI
1007
Ellevest Inc
New York
$134K +$46.8K +219 +52%
AFS
1008
Annapolis Financial Services
Maryland
$134K +$136K +635 New
CF
1009
Centaurus Financial
California
$130K +$11.3K +53 +9%
ST
1010
Smithfield Trust
Pennsylvania
$126K +$13.2K +62 +12%
CAL
1011
Capital Analysts LLC
Pennsylvania
$125K
FCB
1012
First Command Bank
Texas
$123K
FCFS
1013
First Command Financial Services
Texas
$123K
AWM
1014
Atticus Wealth Management
Florida
$123K +$124K +579 +9,650%
CWM
1015
Cedar Wealth Management
California
$119K
PCG
1016
Private Capital Group
Connecticut
$119K +$1.5K +7 +1%
PFGIA
1017
Patriot Financial Group Insurance Agency
Massachusetts
$114K -$10.3K -48 -8%
RWB
1018
RMR Wealth Builders
New Jersey
$112K +$114K +533 New
HI
1019
Human Investing
Oregon
$108K -$3.42K -16 -3%
SNT
1020
Security National Trust
West Virginia
$105K
SFPG
1021
Stonebridge Financial Planning Group
Florida
$105K
WFA
1022
West Financial Advisors
Iowa
$105K +$107K +500 New
WPA
1023
West Paces Advisors
Georgia
$96.7K -$51.3K -240 -34%
KPCM
1024
Kings Point Capital Management
New York
$96K +$2.78K +13 +3%
CA
1025
Clearstead Advisors
Ohio
$94K