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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$501K +$89.7K +549 +25%
PFGIA
802
Patriot Financial Group Insurance Agency
Massachusetts
$499K +$1.96K +12 +0.4%
MAM
803
Meeder Asset Management
Ohio
$498K +$160K +982 +56%
PCM
804
Poehling Capital Management
Wisconsin
$497K -$202K -1,237 -31%
TH
805
TCTC Holdings
Texas
$495K – – –
NFG
806
Next Financial Group
Texas
$494K -$26.1K -160 -6%
IMRF
807
Illinois Municipal Retirement Fund
Illinois
$494K – – –
CWM
808
Concentric Wealth Management
California
$494K +$13.1K +80 +3%
LWAM
809
Legacy Wealth Asset Management
Minnesota
$493K +$10.5K +64 +2%
DPIM
810
Duff & Phelps Investment Management
Illinois
$492K – – –
IDBONY
811
Israel Discount Bank of New York
New York
$491K +$114K +700 +35%
PIM
812
Penobscot Investment Management
Massachusetts
$490K – – –
ATC
813
Adirondack Trust Company
New York
$484K +$105K +645 +32%
KFC
814
Klingenstein Fields & Co
New York
$483K – – –
FTDI
815
First Trust Direct Indexing
Massachusetts
$483K +$21.7K +133 +5%
PIA
816
Perennial Investment Advisors
California
$483K +$170K +1,041 +64%
S
817
Seeyond
France
$478K -$331K -2,026 -43%
CGA
818
Crescent Grove Advisors
Illinois
$477K +$10.8K +66 +3%
LPT
819
Legacy Private Trust
Wisconsin
$472K -$29.4K -180 -6%
NEPPG
820
New England Professional Planning Group
Rhode Island
$471K -$36.1K -221 -8%
AWM
821
Altium Wealth Management
New York
$466K +$110K +675 +36%
ANTB
822
AMG National Trust Bank
Colorado
$465K -$1.17M -7,183 -74%
MWM
823
Meridian Wealth Management
Kentucky
$465K +$148K +903 +54%
PHS
824
Pekin Hardy Strauss
Illinois
$464K -$27.4K -168 -6%
CTA
825
Chesley Taft & Associates
Illinois
$464K – – –
31 32
33
34 35