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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1301
Sonoma Allocations
California
$556K +$41.4K +121 +9%
SI
1302
Severin Investments
Missouri
$554K +$22.9K +67 +4%
TWM
1303
Trueblood Wealth Management
Ohio
$554K +$1.37K +4 +0.3%
SC
1304
SouthState Corp
Florida
$554K +$7.54K +22 +1%
E
1305
Evansbrook
Illinois
$553K -$456K -1,332 -46%
RG
1306
Renaissance Group
Kentucky
$552K -$5.82K -17 -1%
ICP
1307
Interchange Capital Partners
Pennsylvania
$551K +$235K +687 +79%
LI
1308
LRI Investments
Florida
$551K +$6.85K +20 +1%
MIM
1309
Miller Investment Management
Pennsylvania
$550K – – –
CHAM
1310
Clear Harbor Asset Management
Connecticut
$549K -$100K -293 -16%
FFS
1311
Flavin Financial Services
Florida
$549K +$531K +1,550 New
WFI
1312
West Family Investments
California
$548K +$268K +783 +102%
CIA
1313
Covington Investment Advisors
Pennsylvania
$548K -$51.4K -150 -9%
CPW
1314
Cove Private Wealth
New York
$548K +$7.88K +23 +2%
FCA
1315
FLC Capital Advisors
California
$547K – – –
RBFC
1316
Roman Butler Fullerton & Co
Missouri
$544K +$1.71K +5 +0.3%
BHBT
1317
Burke & Herbert Bank & Trust
Virginia
$542K -$57.5K -168 -10%
VW
1318
Vantus Wealth
Pennsylvania
$541K +$523K +1,526 New
DW30
1319
Drucker Wealth 3.0
New Jersey
$538K -$9.59K -28 -2%
LTI
1320
Laffer Tengler Investments
Tennessee
$536K – – –
PMSA
1321
Patrick M. Sweeney & Associates
Illinois
$535K +$17.5K +51 +3%
VAM
1322
Verity Asset Management
North Carolina
$533K -$9.93K -29 -2%
APA
1323
Astoria Portfolio Advisors
New York
$531K +$104K +305 +26%
BA
1324
Bridgewater Advisors
New York
$531K +$9.25K +27 +2%
BIG
1325
Brookwood Investment Group
Arizona
$531K +$293K +856 +133%
51 52
53
54 55