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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1051
Pin Oak Investment Advisors
Texas
$122K – – –
BG
1052
Bollard Group
Massachusetts
$117K – – –
GRP
1053
Global Retirement Partners
California
$113K +$52.3K +358 +89%
FCB
1054
First Command Bank
Texas
$112K -$15.8K -108 -13%
FCFS
1055
First Command Financial Services
Texas
$112K -$15.8K -108 -13%
MF
1056
Manchester Financial
California
$110K +$10.2K +70 +10%
ARMC
1057
American Research & Management Company
Massachusetts
$108K -$45.8K -313 -30%
OIA
1058
Optimum Investment Advisors
Illinois
$107K +$16.8K +115 +19%
CHA
1059
Carmichael Hill & Associates
Maryland
$104K – – –
ICM
1060
Islay Capital Management
Texas
$103K -$11.7K -80 -10%
FPS
1061
Fieldpoint Private Securities
Connecticut
$103K +$102K +695 New
PMFA
1062
Plante Moran Financial Advisors
Michigan
$93K -$9.36K -64 -9%
CWM
1063
Curi Wealth Management
North Carolina
$93K +$92.2K +631 New
ACA
1064
Atlas Capital Advisors
Wyoming
$92.6K +$90.9K +622 New
LWCFA
1065
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K +$49.3K +337 +123%
CA
1066
Clearstead Advisors
Ohio
$89K +$17.7K +121 +25%
PWMG
1067
Prestige Wealth Management Group
New Jersey
$87K +$17.1K +117 +25%
EFSCE
1068
Enterprise Financial Services Corp (EFSC)
Missouri
$84K +$1.02K +7 +1%
KFS
1069
Kelly Financial Services
Massachusetts
$83.7K +$292 +2 +0.4%
PWM
1070
Perigon Wealth Management
California
$82K +$80.5K +551 New
TC
1071
Truvestments Capital
Florida
$79K +$42K +287 +115%
VCG
1072
Vantage Consulting Group
Virginia
$79K +$77.3K +529 New
MIFH
1073
Migdal Insurance & Financial Holdings
Israel
$74K -$240K -1,639 -77%
CBT
1074
Central Bank & Trust
Kentucky
$74K – – –
BWM
1075
Baystate Wealth Management
Massachusetts
$73K – – –
41 42
43
44 45