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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
726
Augustine Asset Management
Florida
$373K +$468K +2,820 New
WF
727
Welch & Forbes
Massachusetts
$368K – – –
IFWM
728
Institute for Wealth Management
Colorado
$365K -$4.82K -29 -1%
JIC
729
Johnson Investment Counsel
Ohio
$365K +$4.32K +26 +1%
NWP
730
Northstar Wealth Partners
Connecticut
$364K +$7.31K +44 +2%
MYAM
731
Meiji Yasuda Asset Management
Japan
$362K -$284K -1,709 -38%
TIA
732
Tiemann Investment Advisors
California
$360K -$4.15K -25 -0.9%
DPIM
733
Duff & Phelps Investment Management
Illinois
$359K +$19.9K +120 +5%
AF
734
Advisornet Financial
Minnesota
$359K +$167K +1,006 +59%
CWM
735
Cornerstone Wealth Management
Missouri
$358K +$450K +2,707 New
CCT
736
Chemung Canal Trust
New York
$357K -$1.64M -9,896 -79%
APA
737
American Portfolios Advisors
New York
$355K -$13.6K -82 -3%
DAM
738
Doheny Asset Management
California
$353K – – –
CWM
739
Concentric Wealth Management
California
$353K +$6.64K +40 +2%
PA
740
Profund Advisors
Maryland
$352K -$332K -1,998 -43%
KFC
741
Klingenstein Fields & Co
New York
$352K -$16.6K -100 -4%
RWA
742
Ropes Wealth Advisors
Massachusetts
$351K +$997 +6 +0.2%
WCM
743
Whitener Capital Management
North Carolina
$349K -$20.1K -121 -4%
GIM
744
Goelzer Investment Management
Indiana
$345K – – –
GT
745
Glenview Trust
Kentucky
$345K +$54.2K +326 +14%
PFG
746
PAX Financial Group
Texas
$345K +$443K +2,666 New
NME
747
Notis-McConarty Edward
$344K – – –
TH
748
TCTC Holdings
Texas
$344K – – –
AW
749
ACG Wealth
Georgia
$342K +$14.6K +88 +4%
VWM
750
Venturi Wealth Management
Texas
$342K +$182K +1,094 +74%
28 29
30
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