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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1001
Fortis Group Advisors
New Jersey
$11.9K -$773K -5,422 -98%
AF
1002
Abound Financial
California
$11.9K – – –
FIM
1003
FWL Investment Management
Texas
$11.9K – – –
ITIM
1004
Indiana Trust & Investment Management
Indiana
$11.9K – – –
SGK
1005
Steigerwald Gordon & Koch
Virginia
$11.9K – – –
SIC
1006
Salem Investment Counselors
North Carolina
$11.9K +$14.3K +100 New
TCOT
1007
Trust Company of Toledo
Ohio
$11.8K +$713 +5 +5%
SA
1008
Scarborough Advisors
Maryland
$11.8K +$14.1K +99 New
IBOK
1009
Independence Bank of Kentucky
Kentucky
$11.5K +$2.14K +15 +18%
JFA
1010
JNBA Financial Advisors
Minnesota
$11.5K – – –
HWA
1011
Heritage Wealth Advisors
Virginia
$11.4K +$8.27K +58 +153%
W
1012
WealthCollab
Washington
$11.3K – – –
WIM
1013
Westside Investment Management
California
$10.5K – – –
MFP
1014
Meramec Financial Planners
Missouri
$10.1K -$3.42K -24 -23%
CT
1015
Caldwell Trust
Florida
$10.1K – – –
NEWAS
1016
N.E.W. Advisory Services
Wisconsin
$10.1K – – –
MCA
1017
Midwest Capital Advisors
Michigan
$9.86K – – –
BIA
1018
Bell Investment Advisors
California
$9.5K -$4.71K -33 -29%
CPG
1019
Cornerstone Planning Group
New Jersey
$9.49K +$1.71K +12 +17%
FP
1020
Financial Perspectives
Minnesota
$9.14K – – –
TGY2IT
1021
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$9.14K +$11K +77 New
1IA
1022
1620 Investment Advisors
Massachusetts
$9.1K – – –
ST
1023
Smithfield Trust
Pennsylvania
$9K – – –
EWM
1024
Evolution Wealth Management
Florida
$8.9K – – –
S
1025
Sachetta
Massachusetts
$8.79K – – –
39 40
41
42 43