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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1026
Gleason Group
Kentucky
$92K – – –
LWM
1027
Liberty Wealth Management
California
$91K +$641 +3 +0.6%
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$91K +$26.3K +123 +40%
ADIM
1029
Alpha DNA Investment Management
Maryland
$85K +$87.1K +408 New
FHA
1030
First Horizon Advisors
Tennessee
$84K +$3.42K +16 +4%
MA
1031
Montag & Associates
Georgia
$84K +$85.4K +400 New
TFM
1032
TFC Financial Management
Massachusetts
$83K – – –
VCG
1033
Vantage Consulting Group
Virginia
$80K +$81.4K +381 New
TCOV
1034
Trust Company of Vermont
Vermont
$79K – – –
FPA
1035
First Pacific Advisors
California
$78K -$16.8M -78,702 -100%
NR
1036
Newfound Research
Massachusetts
$78K +$48.9K +229 +160%
RCG
1037
Rock Creek Group
District of Columbia
$75K -$175K -818 -70%
SSB
1038
Sandy Spring Bank
Maryland
$74K – – –
KTC
1039
Kistler-Tiffany Companies
Pennsylvania
$72K +$22.2K +104 +43%
FCA
1040
FinTrust Capital Advisors
South Carolina
$71K – – –
SIAG
1041
Safeguard Investment Advisory Group
California
$69K +$70.7K +331 New
RFWA
1042
RPg Family Wealth Advisory
Massachusetts
$67.5K – – –
LC
1043
Lindbrook Capital
California
$66K +$1.28K +6 +2%
KFI
1044
Key Financial Inc
Pennsylvania
$66K +$66.6K +312 New
GFPC
1045
Global Financial Private Client
Florida
$64.4K +$1.28K +6 +2%
GRP
1046
Global Retirement Partners
California
$64K -$1.14M -5,341 -95%
EIP
1047
Ellis Investment Partners
Pennsylvania
$64K – – –
TCM
1048
Tradewinds Capital Management
Washington
$63K – – –
FAM
1049
Fred Alger Management
New York
$60K -$119K -555 -66%
PMFA
1050
Plante Moran Financial Advisors
Michigan
$59K -$206K -965 -78%
40 41
42
43 44