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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1201
SPWM Advisors
Michigan
$680K -$160K -468 -20%
AFIA
1202
America First Investment Advisors
Nebraska
$679K – – –
SWM
1203
Spire Wealth Management
Virginia
$679K -$377K -1,101 -37%
LFA
1204
Legacy Financial Advisors
Kentucky
$678K -$53.1K -155 -7%
MG
1205
Mather Group
Illinois
$675K +$36K +105 +6%
CAM
1206
Carret Asset Management
New York
$675K -$10.3K -30 -2%
BWP
1207
Barlow Wealth Partners
Kentucky
$673K – – –
LC
1208
LCNB Corp
Ohio
$670K +$53.4K +156 +9%
TFP
1209
Tilia Fiduciary Partners
North Carolina
$667K +$343 +1 +0.1%
AU
1210
AlphaGrep UK
$667K -$195K -569 -23%
CA
1211
Claro Advisors
Massachusetts
$666K -$42.5K -124 -6%
FCAS
1212
First Command Advisory Services
Texas
$665K -$68.5K -200 -10%
AA
1213
Armis Advisers
Georgia
$663K +$9.93K +29 +2%
SS
1214
SBI Securities
Japan
$661K -$154K -451 -19%
FFP
1215
FourThought Financial Partners
Florida
$657K -$170K -496 -21%
HIA
1216
Harbor Investment Advisory
Maryland
$657K – – –
WPA
1217
West Paces Advisors
Georgia
$657K +$85.6K +250 +16%
WSFS
1218
Wilmington Savings Fund Society
Delaware
$656K -$241K -703 -28%
PW
1219
PUREfi Wealth
Massachusetts
$654K +$16.4K +48 +3%
IP
1220
Investment Partners
Ohio
$653K -$50K -146 -7%
TWPM
1221
Total Wealth Planning & Management
Florida
$652K +$49.3K +144 +8%
TWM
1222
Thrive Wealth Management
Pennsylvania
$651K -$28.1K -82 -4%
CFG
1223
Copley Financial Group
California
$648K – – –
HH
1224
Hilltop Holdings
Texas
$648K -$107K -311 -15%
FAN
1225
Financial Advisors Network
California
$647K +$343 +1 +0.1%
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49
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