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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$208K -$148K -636 -43%
CA
1027
Calton & Associates
Florida
$208K -$58.1K -249 -23%
PP
1028
PDS Planning
Ohio
$207K -$29.4K -126 -13%
CF
1029
Centaurus Financial
California
$206K +$50.4K +216 +35%
EWA
1030
EP Wealth Advisors
California
$205K -$25.9K -111 -12%
FFC
1031
First Financial Corp
Indiana
$205K -$25.2K -108 -11%
KMWM
1032
Keudell/Morrison Wealth Management
Oregon
$204K -$19.8K -85 -9%
PGAM
1033
Princeton Global Asset Management
New Jersey
$203K -$118K -505 -38%
IWN
1034
Independent Wealth Network
Iowa
$203K +$193K +827 New
LFA
1035
Legacy Financial Advisors
Kentucky
$203K +$194K +829 New
MPW
1036
Monterey Private Wealth
California
$202K -$54.2K -232 -22%
GC
1037
Gratus Capital
Georgia
$201K +$191K +818 New
FHC
1038
First Heartland Consultants
Missouri
$201K +$191K +820 New
PFS
1039
Prospera Financial Services
Texas
$194K -$299K -1,282 -62%
WT
1040
Whittier Trust
California
$194K +$14.5K +62 +9%
DWP
1041
Destiny Wealth Partners
Florida
$191K +$24.7K +106 +16%
AF
1042
Advisornet Financial
Minnesota
$188K -$43.4K -186 -20%
HFS
1043
Hantz Financial Services
Michigan
$178K -$16.1K -69 -9%
SWM
1044
Selective Wealth Management
Virginia
$173K +$46.7K +200 +40%
AFS
1045
Annapolis Financial Services
Maryland
$156K – – –
CA
1046
Clearstead Advisors
Ohio
$141K +$2.33K +10 +2%
HWMA
1047
Heritage Wealth Management (Arizona)
Arizona
$141K -$1.4K -6 -1%
LC
1048
Lindbrook Capital
California
$131K +$4.9K +21 +4%
KFP
1049
KB Financial Partners
New Jersey
$127K -$27.1K -116 -18%
PTC
1050
Private Trust Company
Ohio
$127K +$121K +518 New
40 41
42
43 44