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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1176
Smartleaf Asset Management
Massachusetts
$526K -$36.3K -132 -7%
KAS
1177
KPP Advisory Services
Kentucky
$525K +$29.7K +108 +6%
TT
1178
TI-Trust
Illinois
$525K – – –
MA
1179
MONECO Advisors
Connecticut
$522K +$13.2K +48 +3%
IC
1180
Iconiq Capital
California
$521K +$280K +1,017 +132%
FMTC
1181
Farmers & Merchants Trust Company
California
$519K +$31.1K +113 +7%
AA
1182
Armis Advisers
Georgia
$518K +$480K +1,745 New
CHAM
1183
Clear Harbor Asset Management
Connecticut
$518K -$2.75K -10 -0.6%
HWA
1184
Heritage Wealth Advisors
Virginia
$517K – – –
WKWM
1185
Walter & Keenan Wealth Management
Indiana
$514K -$19.3K -70 -4%
RCA
1186
Resonant Capital Advisors
Wisconsin
$514K +$75.1K +273 +18%
LCWP
1187
Legacy Capital Wealth Partners
Arkansas
$513K -$6.05K -22 -1%
ACM
1188
Advisors Capital Management
New Jersey
$512K +$826 +3 +0.2%
SCA
1189
St. Clair Advisors
Ohio
$510K – – –
LC
1190
LCNB Corp
Ohio
$510K +$9.63K +35 +2%
HIA
1191
Harbor Investment Advisory
Maryland
$508K +$2.75K +10 +0.6%
CL
1192
CSS LLC
Illinois
$507K +$479K +1,740 New
GM
1193
GeoWealth Management
Illinois
$506K +$144K +522 +43%
PWPS
1194
Pinnacle Wealth Planning Services
Ohio
$506K +$26.1K +95 +6%
SWGC
1195
Summit Wealth Group (Colorado)
Colorado
$505K +$477K +1,732 New
FPGT
1196
Financial Partners Group (Tennessee)
Tennessee
$500K -$530K -1,924 -53%
AG
1197
AlTi Global
New York
$500K +$36.1K +131 +8%
VAM
1198
Verity Asset Management
North Carolina
$498K -$448K -1,628 -49%
BSTWA
1199
Blake Schutter Theil Wealth Advisors
Ohio
$498K +$31.1K +113 +7%
WT
1200
Washington Trust
Rhode Island
$496K -$37.7K -137 -7%
46 47
48
49 50