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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
701
Stonehage Fleming Financial Services
Jersey
$396K – – –
CWM
702
Concentric Wealth Management
California
$396K +$185K +1,035 +70%
CTA
703
Chesley Taft & Associates
Illinois
$393K -$44.8K -250 -9%
IUHSA
704
Itau Unibanco Holding S.A.
Brazil
$392K -$54.3K -303 -11%
CPA
705
Capital Planning Advisors
California
$391K -$2.14M -11,952 -83%
AAS
706
Avantax Advisory Services
Texas
$391K +$447K +2,492 New
MIH
707
Madison Investment Holdings
Wisconsin
$388K -$4.66K -26 -1%
NWP
708
Northstar Wealth Partners
Connecticut
$387K – – –
HAG
709
HighPoint Advisor Group
Illinois
$385K +$36.2K +202 +10%
CT
710
Chicago Trust
Illinois
$380K – – –
OC
711
Oarsman Capital
Wisconsin
$380K +$8.96K +50 +2%
VIA
712
Vident Investment Advisory
Georgia
$380K +$70.8K +395 +20%
SCM
713
Shelton Capital Management
Colorado
$378K – – –
CAM
714
Columbia Asset Management
Michigan
$376K -$31.4K -175 -7%
HA
715
Harfst & Associates
Wyoming
$376K +$43.2K +241 +11%
SC
716
Schulhoff & Co
Ohio
$372K – – –
NNP
717
Nachman Norwood & Parrott
South Carolina
$371K +$423K +2,359 New
CAG
718
Crestwood Advisors Group
Massachusetts
$368K -$1.79K -10 -0.4%
TF
719
TLWM Financial
Texas
$366K +$16.1K +90 +4%
JWA
720
JFS Wealth Advisors
Pennsylvania
$365K – – –
FMTC
721
Farmers & Merchants Trust Company
California
$364K +$415K +2,314 New
LFS
722
Legacy Financial Strategies
Kansas
$357K -$68.5K -382 -14%
GPA
723
Guidance Point Advisors
Massachusetts
$356K +$406K +2,267 New
HWMG
724
Hurlow Wealth Management Group
Indiana
$355K +$369K +2,061 New
CCT
725
Country Club Trust
Missouri
$354K – – –
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29
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