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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1026
Heritage Wealth Management (Arizona)
Arizona
$129K +$123K +579 New
CWM
1027
Cedar Wealth Management
California
$127K – – –
CA
1028
Clearstead Advisors
Ohio
$125K +$30.4K +143 +34%
ADL
1029
Asset Dedication LLC
California
$124K +$119K +558 +2,426%
BIP
1030
Blueprint Investment Partners
North Carolina
$116K – – –
LC
1031
Lindbrook Capital
California
$114K +$4.46K +21 +4%
WTA
1032
Washington Trust Advisors
Massachusetts
$113K -$9.77K -46 -8%
SWM
1033
Selective Wealth Management
Virginia
$112K – – –
AWM
1034
AllSquare Wealth Management
New York
$111K – – –
WFA
1035
West Financial Advisors
Iowa
$111K – – –
TFP
1036
Tilia Fiduciary Partners
North Carolina
$109K – – –
BFC
1037
Bedel Financial Consulting
Indiana
$108K -$4.25K -20 -4%
ST
1038
Smithfield Trust
Pennsylvania
$108K – – –
WPA
1039
West Paces Advisors
Georgia
$107K -$4.25K -20 -4%
NR
1040
Newfound Research
Massachusetts
$102K -$40.4K -190 -29%
SOW
1041
State of Wyoming
Wyoming
$98K -$850 -4 -0.9%
CWA
1042
Clearview Wealth Advisors
Oregon
$95K -$62.2K -293 -41%
PCG
1043
Private Capital Group
Connecticut
$95K -$1.27K -6 -1%
C
1044
Covestor
United Kingdom
$93K +$54.2K +255 +156%
GRP
1045
Global Retirement Partners
California
$93K +$101K +474 New
HWA
1046
Heritage Wealth Advisors
Virginia
$92K – – –
SJIA
1047
St. James Investment Advisors
New York
$90K – – –
CFO
1048
CVA Family Office
Colorado
$89K +$51K +240 +150%
TFM
1049
TFC Financial Management
Massachusetts
$88K – – –
MAM
1050
Magellan Asset Management
Australia
$87K +$83.1K +391 New
40 41
42
43 44