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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
901
Icon Wealth Advisors
Texas
$911K +$13.5K +52 +2%
VAM
902
Verity Asset Management
North Carolina
$909K +$397K +1,527 +84%
PCA
903
Peddock Capital Advisors
Massachusetts
$909K – – –
MCM
904
Mengis Capital Management
Oregon
$906K – – –
BBHC
905
Brown Brothers Harriman & Co
New York
$905K +$17.7K +68 +2%
LCM
906
Logan Capital Management
Pennsylvania
$900K -$2.42M -9,313 -74%
BB
907
Berkshire Bank
Massachusetts
$893K – – –
TCWM
908
Total Clarity Wealth Management
Illinois
$889K – – –
EWM
909
Evercore Wealth Management
New York
$889K -$500K -1,925 -37%
CAG
910
Cypress Advisory Group
Arizona
$887K – – –
CT
911
Caldwell Trust
Florida
$885K -$140K -537 -14%
BOJHT
912
Bank of Jackson Hole Trust
Wyoming
$884K +$5.46K +21 +0.6%
SIC
913
Salem Investment Counselors
North Carolina
$884K -$10.4K -40 -1%
WSFS
914
Wilmington Savings Fund Society
Delaware
$882K +$35.1K +135 +4%
BFG
915
Berger Financial Group
Minnesota
$881K -$43.7K -168 -5%
DWM
916
Dakota Wealth Management
Florida
$880K -$418K -1,608 -33%
1WA
917
180 Wealth Advisors
Washington
$879K -$21.3K -82 -2%
1WM
918
1858 Wealth Management
Ohio
$879K +$9.88K +38 +1%
MMHP
919
Murphy Middleton Hinkle & Parker
Georgia
$876K – – –
FCI
920
Financial Counselors Inc
Kansas
$873K +$54.3K +209 +7%
AOWM
921
Alpha Omega Wealth Management
Virginia
$873K – – –
AWAU
922
Alliance Wealth Advisors (Utah)
Utah
$868K +$16.1K +62 +2%
SFS
923
Sowell Financial Services
Arkansas
$862K +$822K +3,163 New
MWM
924
Mattern Wealth Management
Kansas
$859K -$1.6M -6,141 -66%
CW
925
CreativeOne Wealth
Kansas
$858K +$200K +768 +32%
35 36
37
38 39