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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
SVA Wealth Management
Wisconsin
$211K +$213K +1,605 New
GRQ
727
Gardner Russo & Quinn
Pennsylvania
$210K – – –
CS
728
Comerica Securities
Michigan
$207K +$208K +1,573 New
MIM
729
Miller Investment Management
Pennsylvania
$204K – – –
WA
730
WBH Advisory
Maryland
$202K – – –
EMG
731
ETF Managers Group
New Jersey
$202K +$143K +1,081 New
HSA
732
HBK Sorce Advisory
Pennsylvania
$202K +$204K +1,537 New
BFM
733
Boothbay Fund Management
New York
$201K -$121K -911 -37%
CAM
734
Columbia Asset Management
Michigan
$200K -$36.2K -273 -18%
LD
735
Lipe & Dalton
New York
$200K -$14.6K -110 -7%
SIG
736
Schooner Investment Group
Pennsylvania
$199K – – –
AIM
737
Anchor Investment Management
South Carolina
$196K +$198K +1,495 New
MFW
738
Mosaic Family Wealth
Missouri
$196K +$30.3K +229 +18%
WTC
739
WhitTier Trust Company
Nevada
$195K – – –
WAM
740
Wealthspire Advisors (Maryland)
Maryland
$194K +$38.2K +288 +24%
GWM
741
Gupta Wealth Management
California
$190K -$3.84K -29 -2%
FIB
742
First Interstate Bank
Montana
$186K -$93.6K -706 -33%
ACM
743
Argentus Capital Management
Texas
$175K -$230K -1,736 -57%
KLI
744
Kelman-Lazarov Inc
Tennessee
$175K +$176K +1,325 New
CAW
745
Cornerstone Advisors (Washington)
Washington
$171K +$7.02K +53 +4%
TSW
746
Thompson Siegel & Walmsley
Virginia
$169K – – –
CFA
747
Carroll Financial Associates
North Carolina
$163K +$25.2K +190 +18%
VFA
748
Virtus Fund Advisers
Connecticut
$158K – – –
IWMPD
749
Integrated Wealth Management (Palm Desert)
California
$156K -$3.45K -26 -2%
CHC
750
City Holding Co
West Virginia
$154K – – –
28 29
30
31 32