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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
926
Forza Wealth Management
Florida
$617K +$606K +2,485 New
FMAEN1
927
Fund Management at Engine No 1
California
$615K +$77.3K +317 +15%
PWM
928
Perigon Wealth Management
California
$615K +$195K +798 +48%
CBNLCF
929
Cognios Beta Neutral Large Cap Fund
Kansas
$614K +$603K +2,473 New
DPIM
930
Duff & Phelps Investment Management
Illinois
$610K – – –
FFP
931
FourThought Financial Partners
Florida
$607K +$597K +2,448 New
CA
932
CoreCap Advisors
Michigan
$607K -$173K -711 -23%
MMM
933
Mendel Money Management
Illinois
$606K – – –
OC
934
Oakworth Capital
Alabama
$605K – – –
QCM
935
Quantinno Capital Management
New York
$605K +$224K +919 +61%
CAM
936
Carret Asset Management
New York
$604K -$12.2K -50 -2%
AWAU
937
Alliance Wealth Advisors (Utah)
Utah
$602K +$592K +2,427 New
FFL
938
Financial Freedom LLC
Ohio
$600K +$590K +2,418 New
ANTB
939
AMG National Trust Bank
Colorado
$598K -$478K -1,960 -45%
IA
940
IFG Advisory
Georgia
$595K -$6.1K -25 -1%
UAML
941
US Asset Management LLC
Pennsylvania
$593K +$583K +2,389 New
SIM
942
Sentry Investment Management
Wisconsin
$590K +$201K +823 +53%
JIC
943
Johnson Investment Counsel
Ohio
$589K +$55.6K +228 +11%
PHS
944
Pekin Hardy Strauss
Illinois
$588K -$244 -1 -0%
CANY
945
Caxton Associates (New York)
New York
$586K +$576K +2,361 New
CPWA
946
Cerro Pacific Wealth Advisors
California
$585K +$32.7K +134 +6%
VC
947
Veracity Capital
Georgia
$581K +$29.3K +120 +5%
SC
948
SouthState Corp
Florida
$578K -$25.1K -103 -4%
HBT
949
Heartland Bank & Trust
Illinois
$577K +$567K +2,324 New
PA
950
Profund Advisors
Maryland
$576K +$84.2K +345 +17%
36 37
38
39 40