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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Chicago Trust
Illinois
$407K -$150K -663 -26%
WPC
977
White Pine Capital
Minnesota
$406K -$10.8K -48 -2%
WMS
978
Wealth Management Solutions
Pennsylvania
$405K +$226 +1 +0.1%
AIA
979
Affinity Investment Advisors
California
$403K -$2.26K -10 -0.5%
AT
980
American Trust
Kentucky
$402K -$134K -594 -24%
WH
981
Willner & Heller
California
$401K -$678 -3 -0.2%
VVP
982
Venture Visionary Partners
Ohio
$398K +$56.5K +250 +15%
LSA
983
Leonteq Securities AG
Switzerland
$397K -$289K -1,281 -41%
SFG
984
Socha Financial Group
New York
$397K – – –
FMWA
985
Forvis Mazars Wealth Advisors
Missouri
$396K -$226 -1 -0.1%
CWA
986
Clarus Wealth Advisors
Arizona
$396K +$397K +1,755 New
OC
987
Oarsman Capital
Wisconsin
$395K -$28.2K -125 -6%
SSB
988
Sandy Spring Bank
Maryland
$395K +$39.8K +176 +10%
IWM
989
IHT Wealth Management
Illinois
$394K +$205K +906 +95%
RDWM
990
Red Door Wealth Management
Tennessee
$393K -$10.8K -48 -3%
PFBT
991
Parkside Financial Bank & Trust
Missouri
$391K +$5.65K +25 +1%
LSPW
992
Lake Street Private Wealth
Illinois
$389K -$56K -248 -12%
AC
993
ASB Consultores
Florida
$389K -$11.8K -52 -3%
BDF
994
Balasa Dinverno & Foltz
$389K +$60.3K +267 +17%
AAM
995
Augustine Asset Management
Florida
$388K -$224K -990 -35%
MAM
996
MMA Asset Management
Pennsylvania
$388K +$8.81K +39 +2%
CPC
997
Congress Park Capital
New York
$387K -$407K -1,800 -50%
KIG
998
Kowal Investment Group
Wisconsin
$387K +$54.2K +240 +15%
WB
999
WesBanco Bank
West Virginia
$386K -$47.5K -210 -10%
TWM
1000
Thrive Wealth Management
Pennsylvania
$386K +$68.5K +303 +20%
38 39
40
41 42