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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
701
Morningstar Investment Management
Illinois
$1.07M +$1.07M +4,970 New
RWA
702
Ropes Wealth Advisors
Massachusetts
$1.07M +$248K +1,150 +30%
WEG
703
World Equity Group
Illinois
$1.06M -$259K -1,201 -20%
TBWA
704
Three Bridge Wealth Advisors
California
$1.06M -$58.5K -271 -5%
PVI
705
Pine Valley Investments
New Jersey
$1.05M +$49K +227 +5%
LFA
706
Legacy Financial Advisors
Kentucky
$1.04M +$22.2K +103 +2%
HWA
707
Heritage Wealth Advisors
Virginia
$1.04M -$14.2K -66 -1%
JAFL
708
Jay A. Fishman Ltd
Michigan
$1.03M -$432K -2,000 -29%
MWM
709
Meridian Wealth Management
Kentucky
$1.03M +$39.1K +181 +4%
BFA
710
Benedict Financial Advisors
Georgia
$1.03M +$50.7K +235 +5%
CWS
711
Confluence Wealth Services
Pennsylvania
$1.02M -$2.16K -10 -0.2%
AL
712
Aspiriant LLC
California
$1.01M -$4.75K -22 -0.5%
BIA
713
Bigelow Investment Advisors
Maine
$1.01M -$5.39K -25 -0.5%
UBG
714
United Bank (Georgia)
Georgia
$1.01M -$222K -1,028 -18%
LIA
715
LS Investment Advisors
Michigan
$1M +$63K +292 +7%
SF
716
Symphony Financial
Texas
$1M -$61.7K -286 -6%
TWI
717
Thomas White International
Illinois
$1M – – –
CA
718
Claro Advisors
Massachusetts
$1,000K +$41.6K +193 +4%
ADL
719
Asset Dedication LLC
California
$996K -$164K -760 -14%
GIM
720
Grassi Investment Management
California
$995K -$21.6K -100 -2%
GC
721
Guidance Capital
Kentucky
$992K +$943K +4,371 New
GIA
722
Guyasuta Investment Advisors
Pennsylvania
$991K -$1.94K -9 -0.2%
GIA
723
Gladstone Institutional Advisory
Florida
$991K -$110K -511 -10%
RGC
724
Roberts, Glore & Co
Illinois
$983K – – –
MAM
725
Marotta Asset Management
Virginia
$978K +$981K +4,547 New
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