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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
751
Intellectus Partners
California
$431K +$63.5K +450 +18%
LPT
752
Legacy Private Trust
Wisconsin
$430K -$1.08M -7,618 -73%
TIA
753
Tiemann Investment Advisors
California
$429K +$21.2K +150 +6%
MMG
754
Monetary Management Group
Missouri
$429K +$153K +1,080 +60%
AAM
755
Augustine Asset Management
Florida
$421K – – –
IFWM
756
Institute for Wealth Management
Colorado
$417K +$4.24K +30 +1%
WF
757
Welch & Forbes
Massachusetts
$415K +$847 +6 +0.2%
CCA
758
Cobblestone Capital Advisors
New York
$413K +$37.4K +265 +11%
ACS
759
Archford Capital Strategies
Illinois
$412K +$39.1K +277 +11%
WCM
760
Whitener Capital Management
North Carolina
$411K +$14.8K +105 +4%
IDBONY
761
Israel Discount Bank of New York
New York
$408K -$50K -354 -11%
LA
762
LexAurum Advisors
Kansas
$408K +$78.9K +559 +26%
AF
763
Advisornet Financial
Minnesota
$406K +$282 +2 +0.1%
DPIM
764
Duff & Phelps Investment Management
Illinois
$405K – – –
PA
765
Profund Advisors
Maryland
$402K +$4.24K +30 +1%
CWM
766
Concentric Wealth Management
California
$399K – – –
KFC
767
Klingenstein Fields & Co
New York
$398K – – –
CA
768
Claro Advisors
Massachusetts
$398K +$14.4K +102 +4%
RWA
769
Ropes Wealth Advisors
Massachusetts
$396K -$847 -6 -0.2%
AF
770
AMG Funds
Connecticut
$395K +$373K +2,640 New
GIM
771
Goelzer Investment Management
Indiana
$390K – – –
TH
772
TCTC Holdings
Texas
$389K – – –
CG
773
Cutler Group
California
$383K -$3.96M -28,025 -92%
AW
774
ACG Wealth
Georgia
$381K -$5.08K -36 -1%
OC
775
Oakworth Capital
Alabama
$380K +$1.41K +10 +0.4%
29 30
31
32 33