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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1001
Ellevest Inc
New York
$89K -$39.1K -197 -31%
PFGIA
1002
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$24.6K -124 -23%
CA
1003
Clearstead Advisors
Ohio
$85K -$4.77K -24 -5%
PCG
1004
Private Capital Group
Connecticut
$83K -$30.8K -155 -27%
MA
1005
Montag & Associates
Georgia
$81K – – –
TFM
1006
TFC Financial Management
Massachusetts
$80K – – –
LWP
1007
Lumature Wealth Partners
Georgia
$79K +$77.8K +392 New
HWA
1008
Heritage Wealth Advisors
Virginia
$76.6K +$26.4K +133 +54%
TCOV
1009
Trust Company of Vermont
Vermont
$76K – – –
KTC
1010
Kistler-Tiffany Companies
Pennsylvania
$70K – – –
SSB
1011
Sandy Spring Bank
Maryland
$68K -$3.18K -16 -5%
FCA
1012
FinTrust Capital Advisors
South Carolina
$68K – – –
LC
1013
Lindbrook Capital
California
$67K +$2.58K +13 +4%
KFI
1014
Key Financial Inc
Pennsylvania
$63K – – –
CAM
1015
CenterStar Asset Management
Illinois
$62K – – –
EIP
1016
Ellis Investment Partners
Pennsylvania
$62K – – –
BFC
1017
Bedel Financial Consulting
Indiana
$62K +$20.3K +102 +50%
GFPC
1018
Global Financial Private Client
Florida
$61.9K – – –
TCM
1019
Tradewinds Capital Management
Washington
$61K – – –
SWM
1020
Selective Wealth Management
Virginia
$61K +$39.7K +200 +200%
TC
1021
Tacita Capital
Ontario, Canada
$61K +$59.6K +300 New
PFBT
1022
Parkside Financial Bank & Trust
Missouri
$60K -$27K -136 -31%
GLLW
1023
Graves Light Lenhart Wealth
Virginia
$60K +$7.94K +40 +16%
BWA
1024
BDO Wealth Advisors
Florida
$59K +$36.5K +184 +175%
FAM
1025
Fred Alger Management
New York
$58K – – –
39 40
41
42 43