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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
901
Integrated Wealth Concepts
Massachusetts
$227K +$34.7K +235 +17%
CT
902
Chicago Trust
Illinois
$224K -$94.7K -641 -28%
RT
903
Rockland Trust
Massachusetts
$224K – – –
BP
904
Ballentine Partners
Massachusetts
$221K -$3.25K -22 -1%
AAM
905
Aureus Asset Management
Massachusetts
$221K – – –
EP
906
Eudaimonia Partners
Tennessee
$220K -$37.5K -254 -14%
BHWM
907
Bar Harbor Wealth Management
New Hampshire
$220K – – –
GWM
908
GSB Wealth Management
Connecticut
$220K – – –
SCM
909
Shelton Capital Management
Colorado
$219K -$10.2K -69 -4%
CCB
910
Cutter & Co Brokerage
Missouri
$218K +$232K +1,573 New
W
911
WealthStone
Ohio
$217K -$76.5K -518 -25%
BAS
912
Brown Advisory Securities
Maryland
$216K – – –
WANY
913
Wealthspire Advisors (New York)
New York
$216K +$13.7K +93 +6%
MIM
914
Miller Investment Management
Pennsylvania
$215K – – –
PBF
915
Petix & Botte Financial
California
$214K +$227K +1,540 New
WWM
916
Western Wealth Management
Colorado
$213K +$13.3K +90 +6%
FCFC
917
First Citizens Financial Corp
Iowa
$212K -$13.7K -93 -6%
APP
918
Avantax Planning Partners
Iowa
$211K +$225K +1,525 New
PIA
919
Perennial Investment Advisors
California
$211K +$226K +1,530 New
AIM
920
Anchor Investment Management
South Carolina
$210K +$22.1K +150 +11%
WJWM
921
Williams Jones Wealth Management
New York
$210K -$355K -2,406 -61%
BHBT
922
Burke & Herbert Bank & Trust
Virginia
$210K – – –
AWE
923
Avidian Wealth Enterprises
Texas
$210K +$224K +1,520 New
DWA
924
Douglass Winthrop Advisors
New York
$208K -$7.38K -50 -3%
HCMT
925
Highland Capital Management (Tennessee)
Tennessee
$208K – – –
35 36
37
38 39