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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$268K -$14.1K -78 -5%
GL
852
Graypoint LLC
New York
$268K +$1.81K +10 +0.7%
NL
853
NKCFO LLC
Illinois
$267K
HIIFS
854
Harel Insurance Investments & Financial Services
Israel
$267K +$60.6K +335 +31%
SP
855
Successful Portfolios
Florida
$264K +$6.7K +37 +3%
CTA
856
Chesley Taft & Associates
Illinois
$264K +$251K +1,385 New
WP
857
WMS Partners
Maryland
$260K -$42K -232 -15%
BG
858
Bollard Group
Massachusetts
$258K +$245K +1,356 New
MFW
859
Meristem Family Wealth
Minnesota
$255K -$15.6K -86 -6%
DWM
860
Dakota Wealth Management
Florida
$248K +$236K +1,304 New
TIA
861
Traphagen Investment Advisors
New Jersey
$248K +$235K +1,300 New
AWM
862
Altium Wealth Management
New York
$247K +$235K +1,296 New
PIA
863
Perennial Investment Advisors
California
$245K +$233K +1,285 New
PCIA
864
Prime Capital Investment Advisors
Kansas
$240K +$45.2K +250 +25%
AP
865
Advisors Preferred
Maryland
$239K +$226K +1,251 New
PCP
866
Proficio Capital Partners
Massachusetts
$236K +$225K +1,241 New
IAIM
867
International Assets Investment Management
Florida
$235K +$223K +1,231 New
Fisher Asset Management
868
Fisher Asset Management
Washington
$235K +$223K +1,234 New
EMG
869
ETF Managers Group
New Jersey
$232K +$221K +1,221 New
FCH
870
Freestone Capital Holdings
Washington
$230K -$297K -1,644 -58%
RA
871
RFG Advisory
Alabama
$230K +$218K +1,207 New
BWM
872
BCS Wealth Management
Tennessee
$230K +$219K +1,210 New
AIM
873
Axiom Investment Management
New York
$229K -$25.9K -143 -10%
GIA
874
Granite Investment Advisors
New Hampshire
$229K +$217K +1,200 New
ECA
875
Elevated Capital Advisors
Utah
$227K +$201K +1,111 New