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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
801
Brighton Jones LLC
Washington
$562K +$81K +414 +17%
GT
802
Greenleaf Trust
Michigan
$557K -$14.5K -74 -3%
OPS
803
Orion Portfolio Solutions
Nebraska
$557K +$86.7K +443 +18%
CAG
804
Crestwood Advisors Group
Massachusetts
$556K – – –
BL
805
Balentine LLC
Georgia
$556K +$555K +2,837 New
AAM
806
Augustine Asset Management
Florida
$553K – – –
LI
807
Lafayette Investments
Maryland
$549K -$9.79K -50 -2%
GAMC
808
Garner Asset Management Corp
Texas
$548K +$101K +518 +23%
MYIA
809
Mount Yale Investment Advisors
Colorado
$547K +$137K +700 +34%
WF
810
Welch & Forbes
Massachusetts
$545K – – –
CA
811
Crumly & Associates
Illinois
$545K +$39.9K +204 +8%
MSFS
812
Main Street Financial Solutions
Pennsylvania
$543K +$6.66K +34 +1%
IWC
813
Integrated Wealth Concepts
Massachusetts
$542K +$234K +1,197 +76%
IFS
814
Ifrah Financial Services
Arkansas
$541K -$1.37K -7 -0.3%
TIA
815
Tiemann Investment Advisors
California
$539K -$3.92K -20 -0.7%
CPA
816
Clear Perspective Advisors
Illinois
$538K -$7.83K -40 -1%
ATC
817
Adirondack Trust Company
New York
$538K -$1.96K -10 -0.4%
IMRF
818
Illinois Municipal Retirement Fund
Illinois
$534K – – –
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$533K -$11.5K -59 -2%
CWM
820
Concentric Wealth Management
California
$533K – – –
TGAM
821
TBH Global Asset Management
Tennessee
$533K – – –
WSTAM
822
Wilbanks Smith & Thomas Asset Management
Virginia
$527K -$135K -692 -20%
BB
823
Berkshire Bank
Massachusetts
$527K +$55.2K +282 +12%
PA
824
Parallel Advisors
California
$521K +$53.2K +272 +11%
SS
825
Simplicity Solutions
Minnesota
$518K +$114K +583 +28%
31 32
33
34 35