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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
976
Leonteq Securities AG
Switzerland
$791K -$70.2K -239 -8%
IF
977
Intrua Financial
Texas
$787K -$76.7K -261 -9%
LAI
978
Legal Advantage Investments
California
$786K – – –
PMA
979
Prudent Man Advisors
Illinois
$782K -$20K -68 -3%
RDWM
980
Red Door Wealth Management
Tennessee
$782K +$294 +1 +0%
CCC
981
Chelsea Counsel Company
California
$781K – – –
WC
982
Westhampton Capital
North Carolina
$775K – – –
WC
983
Waterloo Capital
Texas
$772K +$297K +1,012 +66%
EWA
984
EverSource Wealth Advisors
Alabama
$772K +$57.3K +195 +8%
CA
985
CWC Advisors
Oregon
$771K +$750K +2,552 New
HBT
986
Heartland Bank & Trust
Illinois
$764K -$16.5K -56 -2%
HIA
987
Harbor Investment Advisory
Maryland
$763K +$320K +1,090 +76%
RL
988
Rogco LP
Oklahoma
$762K -$147K -500 -17%
CWM
989
Concentric Wealth Management
California
$759K -$7.35K -25 -1%
ERIC
990
Eagle Rock Investment Company
Georgia
$756K -$26.4K -90 -3%
AC
991
Avestar Capital
New York
$753K +$61.1K +208 +9%
VAS
992
Vestmark Advisory Solutions
Massachusetts
$752K -$5K -17 -0.7%
SS
993
Sunbelt Securities
Texas
$752K +$60K +204 +9%
MMA
994
Miracle Mile Advisors
California
$751K +$154K +523 +27%
SFSG
995
Sound Financial Strategies Group
Mississippi
$750K +$19.4K +66 +3%
ECG
996
Edge Capital Group
Georgia
$747K – – –
NP
997
NorthRock Partners
Minnesota
$746K -$5.88K -20 -0.8%
BJL
998
Brighton Jones LLC
Washington
$746K +$9.11K +31 +1%
MSWM
999
McGlone Suttner Wealth Management
Wisconsin
$744K +$253K +862 +54%
NSIM
1000
North Star Investment Management
Illinois
$741K +$294 +1 +0%
38 39
40
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