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Dollar General

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
976
Doyle Wealth Management
Florida
$237K +$222K +1,004 New
BFO
977
Biltmore Family Office
North Carolina
$236K – – –
CCT
978
Country Club Trust
Missouri
$236K – – –
DWA
979
Douglass Winthrop Advisors
New York
$236K – – –
DBIA
980
Dumont & Blake Investment Advisors
New Jersey
$236K – – –
SRC
981
Shufro Rose & Co
New York
$236K – – –
ST
982
Spinnaker Trust
Maine
$236K – – –
JWM
983
Jackson Wealth Management
Florida
$236K +$221K +1,000 New
EDRH
984
Edmond de Rothschild Holding
Switzerland
$234K -$51.9K -235 -19%
BFPW
985
BOK Financial Private Wealth
Colorado
$234K +$220K +994 New
BHBT
986
Burke & Herbert Bank & Trust
Virginia
$233K – – –
GC
987
Gilbert & Cook
Iowa
$233K +$10.2K +46 +5%
EI
988
Ellevest Inc
New York
$233K +$13.5K +61 +7%
EWM
989
Evercore Wealth Management
New York
$230K – – –
SB
990
Simmons Bank
Arkansas
$230K – – –
CA
991
CoreCap Advisors
Michigan
$230K +$216K +977 New
BG
992
Bahl & Gaynor
Ohio
$229K – – –
HIC
993
Holderness Investments Company
North Carolina
$229K – – –
ARG
994
Advisory Resource Group
Oklahoma
$227K +$663 +3 +0.3%
PWM
995
Perigon Wealth Management
California
$226K -$40.4K -183 -16%
CFA
996
Carroll Financial Associates
North Carolina
$226K +$18.3K +83 +9%
KCM
997
Kathmere Capital Management
Pennsylvania
$225K -$17.4K -79 -8%
HCMT
998
Highland Capital Management (Tennessee)
Tennessee
$225K -$1.99K -9 -0.9%
AFWM
999
AMJ Financial Wealth Management
Virginia
$225K – – –
IFG
1000
Independent Financial Group
California
$225K +$210K +953 New