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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
951
Prostatis Group
Maryland
$787K -$63.4K -237 -8%
EWM
952
Empirical Wealth Management
Washington
$786K +$104K +389 +16%
SCA
953
Sippican Capital Advisors
Massachusetts
$786K +$26.7K +100 +4%
SF
954
Summit Financial
New Jersey
$779K +$57.2K +214 +8%
AIM
955
Acropolis Investment Management
Missouri
$775K – – –
BFM
956
Boston Financial Management
Massachusetts
$775K -$21.4K -80 -3%
CCG
957
Coastwise Capital Group
California
$769K -$133K -499 -15%
KIG
958
Kowal Investment Group
Wisconsin
$769K +$50.5K +189 +7%
WT
959
Washington Trust
Rhode Island
$761K +$20.6K +77 +3%
TFP
960
Tilia Fiduciary Partners
North Carolina
$758K -$9.63K -36 -1%
PWM
961
Purus Wealth Management
California
$757K +$267 +1 +0%
LPT
962
Legacy Private Trust
Wisconsin
$757K +$36.4K +136 +5%
EP
963
Edgestream Partners
New Jersey
$752K +$383K +1,431 +116%
PIM
964
Penobscot Investment Management
Massachusetts
$750K +$58.8K +220 +9%
PPW
965
Parcion Private Wealth
Washington
$749K – – –
MAM
966
Madison Asset Management
Wisconsin
$743K – – –
BJL
967
Brighton Jones LLC
Washington
$743K +$42.5K +159 +6%
PFGIA
968
Patriot Financial Group Insurance Agency
Massachusetts
$739K +$125K +466 +22%
DPIM
969
Duff & Phelps Investment Management
Illinois
$739K +$28.3K +106 +4%
ANTB
970
AMG National Trust Bank
Colorado
$737K +$39.8K +149 +6%
RDWM
971
Red Door Wealth Management
Tennessee
$736K +$267 +1 +0%
LAI
972
Legal Advantage Investments
California
$734K – – –
ERIC
973
Eagle Rock Investment Company
Georgia
$732K -$4.55K -17 -0.7%
CC
974
Commons Capital
Massachusetts
$732K -$17.7K -66 -2%
CIA
975
Covington Investment Advisors
Pennsylvania
$730K -$219K -818 -24%
37 38
39
40 41