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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1026
Security National Trust
West Virginia
$105K – – –
SFPG
1027
Stonebridge Financial Planning Group
Florida
$105K – – –
WFA
1028
West Financial Advisors
Iowa
$105K +$107K +500 New
WPA
1029
West Paces Advisors
Georgia
$96.7K -$51.3K -240 -34%
KPCM
1030
Kings Point Capital Management
New York
$96K +$2.78K +13 +3%
CA
1031
Clearstead Advisors
Ohio
$94K – – –
GG
1032
Gleason Group
Kentucky
$92K – – –
LWM
1033
Liberty Wealth Management
California
$91K +$641 +3 +0.6%
PFBT
1034
Parkside Financial Bank & Trust
Missouri
$91K +$26.3K +123 +40%
ADIM
1035
Alpha DNA Investment Management
Maryland
$85K +$87.1K +408 New
FHA
1036
First Horizon Advisors
Tennessee
$84K +$3.42K +16 +4%
MA
1037
Montag & Associates
Georgia
$84K +$85.4K +400 New
TFM
1038
TFC Financial Management
Massachusetts
$83K – – –
VCG
1039
Vantage Consulting Group
Virginia
$80K +$81.4K +381 New
TCOV
1040
Trust Company of Vermont
Vermont
$79K – – –
FPA
1041
First Pacific Advisors
California
$78K -$16.8M -78,702 -100%
NR
1042
Newfound Research
Massachusetts
$78K +$48.9K +229 +160%
RCG
1043
Rock Creek Group
District of Columbia
$75K -$175K -818 -70%
SSB
1044
Sandy Spring Bank
Maryland
$74K – – –
KTC
1045
Kistler-Tiffany Companies
Pennsylvania
$72K +$22.2K +104 +43%
FCA
1046
FinTrust Capital Advisors
South Carolina
$71K – – –
SIAG
1047
Safeguard Investment Advisory Group
California
$69K +$70.7K +331 New
RFWA
1048
RPg Family Wealth Advisory
Massachusetts
$67.5K – – –
LC
1049
Lindbrook Capital
California
$66K +$1.28K +6 +2%
KFI
1050
Key Financial Inc
Pennsylvania
$66K +$66.6K +312 New
40 41
42
43 44