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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1001
Flagship Harbor Advisors
Massachusetts
$214K -$12.3K -55 -5%
RA
1002
Rise Advisors
New York
$213K -$51.2K -228 -18%
EWM
1003
Endowment Wealth Management
Wisconsin
$213K -$6.06K -27 -3%
JAG
1004
Journey Advisory Group
Kentucky
$212K -$38.6K -172 -15%
TDC
1005
Thompson Davis & Co
Virginia
$210K -$23.8K -106 -10%
SRC
1006
Shufro Rose & Co
New York
$210K -$20.4K -91 -8%
HWA
1007
Heartwood Wealth Advisors
Virginia
$210K – – –
LFM
1008
LGT Fund Management
Liechtenstein
$210K – – –
ST
1009
Spinnaker Trust
Maine
$210K – – –
DBIA
1010
Dumont & Blake Investment Advisors
New Jersey
$210K – – –
PWM
1011
Perigon Wealth Management
California
$210K -$59.9K -267 -21%
FFM
1012
Forum Financial Management
Illinois
$210K +$1.8K +8 +0.8%
GIM
1013
Groesbeck Investment Management
New Jersey
$209K – – –
FMWA
1014
Forvis Mazars Wealth Advisors
Missouri
$208K +$221K +986 New
SWP
1015
Strategic Wealth Partners
Ohio
$207K +$8.98K +40 +4%
CCM
1016
Carlson Capital Management
Minnesota
$207K -$1.57K -7 -0.7%
AT
1017
Arvest Trust
Oklahoma
$206K +$1.57K +7 +0.7%
RWM
1018
Ritholtz Wealth Management
New York
$205K -$847K -3,772 -79%
HPM
1019
Hoxton Planning & Management
West Virginia
$205K -$20.4K -91 -9%
GSC
1020
G&S Capital
Colorado
$205K +$898 +4 +0.4%
FSC
1021
Full Sail Capital
Oklahoma
$205K -$2.25K -10 -1%
HIC
1022
Holderness Investments Company
North Carolina
$204K – – –
PP
1023
PDS Planning
Ohio
$203K +$217K +965 New
RFN
1024
RDA Financial Network
Iowa
$203K +$1.35K +6 +0.6%
EWM
1025
Evercore Wealth Management
New York
$202K -$2.69K -12 -1%
39 40
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