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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1101
Dynamic Advisor Solutions
Arizona
$550K -$222K -771 -27%
ALA
1102
Atlas Legacy Advisors
California
$550K +$601K +2,087 New
RG
1103
Rathbones Group
United Kingdom
$548K +$45.2K +157 +8%
CPIG
1104
Chicago Partners Investment Group
Illinois
$548K +$84.1K +292 +16%
PP
1105
Patten & Patten
Tennessee
$546K +$70K +243 +13%
IIM
1106
InTrack Investment Management
Vermont
$546K +$593K +2,060 New
FFP
1107
FourThought Financial Partners
Florida
$546K +$596K +2,071 New
LI
1108
Lafayette Investments
Maryland
$543K -$41.7K -145 -7%
SDAM
1109
Shulman DeMeo Asset Management
New York
$542K -$79.5K -276 -12%
KP
1110
Keel Point
Alabama
$535K -$11.5K -40 -2%
WG
1111
Welch Group
Alabama
$534K +$45.8K +159 +9%
SC
1112
SouthState Corp
Florida
$532K -$24.8K -86 -4%
WH
1113
Willner & Heller
California
$531K +$30.5K +106 +6%
BWP
1114
Barlow Wealth Partners
Kentucky
$531K -$410K -1,425 -42%
MAA
1115
Mraz Amerine & Associates
California
$531K – – –
ECG
1116
Edge Capital Group
Georgia
$530K -$132K -460 -19%
HIP
1117
HUB Investment Partners
Texas
$529K +$42K +146 +8%
CAM
1118
Cidel Asset Management
Ontario, Canada
$528K – – –
QI
1119
Qtron Investments
Massachusetts
$528K -$398K -1,381 -41%
A
1120
Argentarii
Ohio
$528K +$577K +2,004 New
IA
1121
IFG Advisory
Georgia
$528K +$576K +2,002 New
DWM
1122
DecisionMap Wealth Management
Virginia
$525K +$574K +1,994 New
AG
1123
AlTi Global
New York
$525K -$28.5K -99 -5%
DAM
1124
Doheny Asset Management
California
$524K – – –
GWS
1125
Greykasell Wealth Strategies
California
$522K +$570K +1,980 New
43 44
45
46 47