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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1001
Provident Wealth Management
Tennessee
$224K – – –
GIM
1002
Groesbeck Investment Management
New Jersey
$224K +$210K +950 New
EM
1003
Excalibur Management
Massachusetts
$223K -$47.7K -216 -19%
AIS
1004
AM Investment Strategies
Tennessee
$223K +$208K +944 New
PP
1005
PDS Planning
Ohio
$222K -$34.7K -157 -14%
AIP
1006
Almanack Investment Partners
Pennsylvania
$222K -$663 -3 -0.3%
FFC
1007
First Financial Corp
Indiana
$222K – – –
GG
1008
Gleason Group
Kentucky
$222K +$221 +1 +0.1%
CI
1009
CX Institutional
Indiana
$222K +$81.7K +370 +65%
KTC
1010
Kistler-Tiffany Companies
Pennsylvania
$221K +$126K +569 +154%
KMWM
1011
Keudell/Morrison Wealth Management
Oregon
$220K -$38.9K -176 -16%
6M
1012
6 Meridian
Kansas
$220K +$206K +933 New
LIA
1013
LBMC Investment Advisors
Tennessee
$218K +$204K +923 New
SDWIA
1014
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$204K +923 New
GIA
1015
Gateway Investment Advisers
Ohio
$217K -$32.2K -146 -14%
DWP
1016
Destiny Wealth Partners
Florida
$217K +$55.4K +251 +38%
BL
1017
Balentine LLC
Georgia
$217K +$203K +918 New
FFA
1018
First Foundation Advisors
California
$216K -$46.6K -211 -19%
FCFS
1019
First Command Financial Services
Texas
$216K – – –
SG
1020
StoneX Group
New York
$216K +$202K +915 New
BCM
1021
Brown Capital Management
Maryland
$214K +$201K +908 New
HI
1022
Harbour Investments
Wisconsin
$213K -$524K -2,374 -72%
KPCM
1023
Kings Point Capital Management
New York
$213K +$10.6K +48 +6%
GGS
1024
Galvin Gaustad & Stein
Arizona
$213K +$199K +903 New
EWM
1025
Endowment Wealth Management
Wisconsin
$213K +$200K +904 New
39 40
41
42 43