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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
901
LifePlan Financial
Minnesota
$978K +$487K +1,768 +112%
CAM
902
Columbia Asset Management
Michigan
$975K +$94.4K +343 +11%
JE
903
JMAC Enterprises
Pennsylvania
$973K -$27.5K -100 -3%
PCA
904
Peddock Capital Advisors
Massachusetts
$973K – – –
TW
905
TritonPoint Wealth
Maryland
$972K -$14.9K -54 -2%
MCM
906
Mengis Capital Management
Oregon
$969K – – –
CCM
907
Chilton Capital Management
Texas
$966K -$25.6M -92,939 -97%
LCM
908
Logan Capital Management
Pennsylvania
$962K – – –
TAM
909
Tocqueville Asset Management
New York
$958K +$55K +200 +6%
SIC
910
Salem Investment Counselors
North Carolina
$958K +$11.3K +41 +1%
BB
911
Berkshire Bank
Massachusetts
$955K – – –
SFS
912
Sowell Financial Services
Arkansas
$955K +$30.3K +110 +3%
IAIM
913
International Assets Investment Management
Florida
$951K -$33K -120 -4%
EWM
914
Evercore Wealth Management
New York
$951K – – –
IFS
915
Ifrah Financial Services
Arkansas
$950K +$103K +374 +13%
1WM
916
1858 Wealth Management
Ohio
$950K +$8.81K +32 +1%
UCMOK
917
United Capital Management of KS
Kansas
$947K -$933K -3,390 -51%
TCWM
918
Total Clarity Wealth Management
Illinois
$941K -$40.7K -148 -4%
FB
919
Fulton Bank
Pennsylvania
$941K +$78.2K +284 +10%
V
920
VeraBank
Texas
$941K +$625K +2,270 +238%
FFL
921
Future Fund LLC
Illinois
$939K +$82.3K +299 +10%
CAG
922
Cypress Advisory Group
Arizona
$935K -$12.7K -46 -1%
AOWM
923
Alpha Omega Wealth Management
Virginia
$934K – – –
MSWM
924
McGlone Suttner Wealth Management
Wisconsin
$932K +$54.5K +198 +7%
PWAM
925
Private Wealth Asset Management
Iowa
$931K +$65.2K +237 +8%
35 36
37
38 39