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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1251
Lake Street Private Wealth
Illinois
$376K +$27.8K +95 +8%
RVPG
1252
Relative Value Partners Group
$376K +$380K +1,297 New
STA
1253
Summit Trail Advisors
New York
$375K +$36.6K +125 +11%
RCA
1254
Resonant Capital Advisors
Wisconsin
$375K -$13.8K -47 -4%
EHC
1255
Everett Harris & Co
California
$373K +$44.2K +151 +13%
JSW
1256
Journey Strategic Wealth
New Jersey
$373K +$377K +1,286 New
SMA
1257
Sage Mountain Advisors
Georgia
$373K +$92.6K +316 +33%
FCA
1258
FLC Capital Advisors
California
$372K – – –
NVCHI
1259
New Vernon Capital Holdings II
New Jersey
$372K – – –
SIS
1260
Sound Income Strategies
Florida
$371K +$349K +1,190 +1,368%
MAM
1261
MMA Asset Management
Pennsylvania
$370K -$10.8K -37 -3%
ACM
1262
AlphaStar Capital Management
North Carolina
$370K -$67.4K -230 -15%
EWM
1263
Evermay Wealth Management
Virginia
$368K – – –
CFG
1264
Cooper Financial Group
California
$368K +$67.1K +229 +22%
WAM
1265
Worth Asset Management
Texas
$367K -$39.3K -134 -10%
HPM
1266
Hoxton Planning & Management
West Virginia
$366K -$6.74K -23 -2%
CWP
1267
Cyndeo Wealth Partners
Florida
$364K +$105K +359 +40%
IAMOG
1268
Investors Asset Management of Georgia
Georgia
$363K – – –
1IA
1269
1620 Investment Advisors
Massachusetts
$362K – – –
CFSG
1270
Clark Financial Services Group
Missouri
$360K -$299K -1,021 -45%
CWM
1271
Connecticut Wealth Management
Connecticut
$359K -$78.2K -267 -18%
CRWM
1272
Castle Rock Wealth Management
California
$358K -$5.27K -18 -1%
BW
1273
Bison Wealth
Georgia
$358K – – –
OIA
1274
Optimum Investment Advisors
Illinois
$355K – – –
WSC
1275
Wellington Shields & Co
New York
$354K +$23.4K +80 +7%
49 50
51
52 53