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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1001
Kings Point Capital Management
New York
$102K +$9.33K +47 +10%
SNT
1002
Security National Trust
West Virginia
$101K – – –
WFA
1003
West Financial Advisors
Iowa
$101K – – –
PCM
1004
Pinz Capital Management
New York
$101K +$99.3K +500 New
WPA
1005
West Paces Advisors
Georgia
$93.2K – – –
LWM
1006
Liberty Wealth Management
California
$91K – – –
ADIM
1007
Alpha DNA Investment Management
Maryland
$91K +$9.33K +47 +12%
EI
1008
Ellevest Inc
New York
$89K -$39.1K -197 -31%
PFGIA
1009
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$24.6K -124 -23%
CA
1010
Clearstead Advisors
Ohio
$85K -$4.77K -24 -5%
PCG
1011
Private Capital Group
Connecticut
$83K -$30.8K -155 -27%
MA
1012
Montag & Associates
Georgia
$81K – – –
TFM
1013
TFC Financial Management
Massachusetts
$80K – – –
LWP
1014
Lumature Wealth Partners
Georgia
$79K +$77.8K +392 New
HWA
1015
Heritage Wealth Advisors
Virginia
$76.6K +$26.4K +133 +54%
TCOV
1016
Trust Company of Vermont
Vermont
$76K – – –
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$70K – – –
SSB
1018
Sandy Spring Bank
Maryland
$68K -$3.18K -16 -5%
FCA
1019
FinTrust Capital Advisors
South Carolina
$68K – – –
LC
1020
Lindbrook Capital
California
$67K +$2.58K +13 +4%
KFI
1021
Key Financial Inc
Pennsylvania
$63K – – –
CAM
1022
CenterStar Asset Management
Illinois
$62K – – –
EIP
1023
Ellis Investment Partners
Pennsylvania
$62K – – –
BFC
1024
Bedel Financial Consulting
Indiana
$62K +$20.3K +102 +50%
GFPC
1025
Global Financial Private Client
Florida
$61.9K – – –
39 40
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