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Dollar General
DG

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
976
Dumont & Blake Investment Advisors
New Jersey
$236K – – –
SRC
977
Shufro Rose & Co
New York
$236K – – –
ST
978
Spinnaker Trust
Maine
$236K – – –
JWM
979
Jackson Wealth Management
Florida
$236K +$221K +1,000 New
EDRH
980
Edmond de Rothschild Holding
Switzerland
$234K -$51.9K -235 -19%
BFPW
981
BOK Financial Private Wealth
Colorado
$234K +$220K +994 New
BHBT
982
Burke & Herbert Bank & Trust
Virginia
$233K – – –
GC
983
Gilbert & Cook
Iowa
$233K +$10.2K +46 +5%
EI
984
Ellevest Inc
New York
$233K +$13.5K +61 +7%
EWM
985
Evercore Wealth Management
New York
$230K – – –
SB
986
Simmons Bank
Arkansas
$230K – – –
CA
987
CoreCap Advisors
Michigan
$230K +$216K +977 New
BG
988
Bahl & Gaynor
Ohio
$229K – – –
HIC
989
Holderness Investments Company
North Carolina
$229K – – –
ARG
990
Advisory Resource Group
Oklahoma
$227K +$663 +3 +0.3%
PWM
991
Perigon Wealth Management
California
$226K -$40.4K -183 -16%
CFA
992
Carroll Financial Associates
North Carolina
$226K +$18.3K +83 +9%
KCM
993
Kathmere Capital Management
Pennsylvania
$225K -$17.4K -79 -8%
HCMT
994
Highland Capital Management (Tennessee)
Tennessee
$225K -$1.99K -9 -0.9%
AFWM
995
AMJ Financial Wealth Management
Virginia
$225K – – –
IFG
996
Independent Financial Group
California
$225K +$210K +953 New
PWM
997
Provident Wealth Management
Tennessee
$224K – – –
GIM
998
Groesbeck Investment Management
New Jersey
$224K +$210K +950 New
EM
999
Excalibur Management
Massachusetts
$223K -$47.7K -216 -19%
AIS
1000
AM Investment Strategies
Tennessee
$223K +$208K +944 New
38 39
40
41 42