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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
951
AlphaStar Capital Management
North Carolina
$662K -$288K -1,179 -32%
LPT
952
Legacy Private Trust
Wisconsin
$661K – – –
SF
953
Summit Financial
New Jersey
$661K +$18.8K +77 +3%
CPC
954
Congress Park Capital
New York
$660K +$295K +1,210 +91%
TW
955
Transform Wealth
Colorado
$659K -$94.4K -387 -13%
CWM
956
Concentric Wealth Management
California
$658K -$9.76K -40 -2%
KIG
957
Kowal Investment Group
Wisconsin
$658K +$42.4K +174 +7%
JWCA
958
J.W. Coons Advisors
Ohio
$656K -$11.2K -46 -2%
SAG
959
SageView Advisory Group
California
$653K +$593K +2,431 New
DPIM
960
Duff & Phelps Investment Management
Illinois
$652K – – –
GC
961
Gilbert & Cook
Iowa
$652K +$29.8K +122 +5%
BWM
962
BlackDiamond Wealth Management
New York
$651K +$47.8K +196 +9%
ECG
963
Edge Capital Group
Georgia
$646K -$2.68K -11 -0.4%
TWM
964
Thrive Wealth Management
Pennsylvania
$645K +$18.8K +77 +3%
SSA
965
Sierra Summit Advisors
Nevada
$644K +$605K +2,481 New
BJL
966
Brighton Jones LLC
Washington
$642K +$14.9K +61 +3%
ANTB
967
AMG National Trust Bank
Colorado
$639K +$12.2K +50 +2%
JDR
968
Jay D. Rosenbaum
$636K -$639K -2,621 -52%
NSIM
969
North Star Investment Management
Illinois
$635K -$6.83K -28 -1%
PIM
970
Penobscot Investment Management
Massachusetts
$632K +$44.9K +184 +8%
GFP
971
Gryphon Financial Partners
Ohio
$629K -$9.03K -37 -1%
CAM
972
Creekmur Asset Management
Illinois
$629K +$591K +2,422 New
FFL
973
Financial Freedom LLC
Ohio
$628K – – –
UB
974
UMB Bank
Missouri
$626K -$195K -800 -25%
IIM
975
INTECH Investment Management
Florida
$625K -$916K -3,754 -61%
37 38
39
40 41