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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
Mission Wealth Management
California
$288K +$27.1K +120 +10%
IP
1102
Ignite Planners
California
$287K +$19.4K +86 +7%
SB
1103
Strategic Blueprint
Georgia
$287K +$48.1K +213 +19%
JSW
1104
Journey Strategic Wealth
New Jersey
$287K +$306K +1,354 New
BBHC
1105
Brown Brothers Harriman & Co
New York
$285K -$59K -261 -16%
MIAS
1106
Mason Investment Advisory Services
Virginia
$283K – – –
AHB
1107
Abner Herrman & Brock
New Jersey
$281K -$6.78K -30 -2%
KFA
1108
Kelleher Financial Advisors
New York
$281K – – –
MMG
1109
Monetary Management Group
Missouri
$280K – – –
DCM
1110
Driehaus Capital Management
Illinois
$280K +$298K +1,318 New
EFL
1111
ERn Financial LLC
Wisconsin
$279K -$3.84K -17 -1%
B
1112
Bellecapital
Switzerland
$279K – – –
WSC
1113
Wellington Shields & Co
New York
$279K +$55.8K +247 +23%
GP
1114
Girard Partners
Pennsylvania
$277K +$6.33K +28 +2%
QCG
1115
Quadrant Capital Group
Ohio
$276K +$32.3K +143 +12%
PIMG
1116
Patriot Investment Management Group
Tennessee
$275K -$32.8K -145 -10%
CPIA
1117
Cornell Pochily Investment Advisors
New York
$274K – – –
SFI
1118
Siemens Fonds Invest
Germany
$274K – – –
AUB
1119
Atlantic Union Bankshares
Virginia
$271K – – –
RMDI
1120
R.M. Davis Inc
Maine
$269K -$7.91K -35 -3%
MLFP
1121
MPS Loria Financial Planners
Illinois
$268K -$57.6K -255 -17%
NCM
1122
Noesis Capital Mangement
Florida
$267K +$58.8K +260 +26%
WFC
1123
Western Financial Corp
California
$267K +$64.2K +284 +29%
PJSIMP
1124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$266K – – –
BIP
1125
Blueprint Investment Partners
North Carolina
$266K +$283K +1,254 New
43 44
45
46 47