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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
WealthShield Partners
North Carolina
$247K +$17.7K +94 +8%
JWBC
1027
J.W. Burns & Co
New York
$246K – – –
OFG
1028
Oxford Financial Group
Indiana
$246K – – –
SW
1029
SVB Wealth
Massachusetts
$246K +$10.7K +57 +5%
NL
1030
NWAM LLC
Washington
$245K -$6.41K -34 -3%
MW
1031
Marcum Wealth
Ohio
$243K +$377 +2 +0.2%
PCG
1032
Private Capital Group
Connecticut
$243K +$2.45K +13 +1%
MA
1033
MBA Advisors
Pennsylvania
$242K -$56.6K -300 -19%
EFL
1034
ERn Financial LLC
Wisconsin
$242K +$2.83K +15 +1%
AHB
1035
Abner Herrman & Brock
New Jersey
$242K +$12.3K +65 +5%
CWA
1036
Canvas Wealth Advisors
Kansas
$241K +$7.54K +40 +3%
CCFM
1037
Clear Creek Financial Management
Washington
$239K +$239K +1,268 New
FFN
1038
Focus Financial Network
Minnesota
$238K -$4.15K -22 -2%
CCM
1039
Coldstream Capital Management
Washington
$236K +$7.54K +40 +3%
IAMOG
1040
Investors Asset Management of Georgia
Georgia
$235K – – –
PIM
1041
Perpetual Investment Management
Australia
$234K -$4.12M -21,843 -95%
FFC
1042
First Financial Corp
Indiana
$234K – – –
PP
1043
Patten & Patten
Tennessee
$233K -$3.96K -21 -2%
AUB
1044
Atlantic Union Bankshares
Virginia
$232K – – –
KS
1045
Karpas Strategies
Connecticut
$231K +$231K +1,225 New
CM
1046
Capula Management
Cayman Islands
$229K -$362K -1,921 -61%
RG
1047
Renaissance Group
Kentucky
$229K -$53.4K -283 -19%
KMWM
1048
Keudell/Morrison Wealth Management
Oregon
$229K -$189 -1 -0.1%
RE
1049
RBC Europe
United Kingdom
$227K – – –
IAN
1050
Integrated Advisors Network
Texas
$227K -$7.54K -40 -3%
40 41
42
43 44