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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evermay Wealth Management
Virginia
$340K – – –
GFG
1302
Goldstone Financial Group
Illinois
$340K +$120K +460 +58%
CGL
1303
Clarius Group LLC
Washington
$339K -$24.4K -94 -7%
4A
1304
4Wealth Advisors
Illinois
$338K -$13.8K -53 -4%
1IA
1305
1620 Investment Advisors
Massachusetts
$338K -$255K -983 -44%
SWM
1306
Salvus Wealth Management
New Jersey
$337K +$17.2K +66 +6%
IAMOG
1307
Investors Asset Management of Georgia
Georgia
$334K – – –
PP
1308
PDS Planning
Ohio
$333K +$52K +200 +20%
TWP
1309
Tyche Wealth Partners
Texas
$332K -$262K -1,007 -45%
GM
1310
GeoWealth Management
Illinois
$331K -$131K -505 -29%
AWM
1311
Atticus Wealth Management
Florida
$331K -$53.3K -205 -14%
MPM
1312
MBB Public Markets
Illinois
$331K +$316K +1,214 New
CNB
1313
Camden National Bank
Maine
$328K +$7.8K +30 +3%
CICI
1314
Capital Investment Counsel Inc
North Carolina
$327K – – –
S
1315
SimplyRich
California
$327K – – –
CFSG
1316
Clark Financial Services Group
Missouri
$326K -$2.86K -11 -0.9%
APW
1317
Aventura Private Wealth
Florida
$325K +$5.46K +21 +2%
BWM
1318
BlackDiamond Wealth Management
New York
$325K -$239K -919 -43%
FA
1319
Faithward Advisors
Pennsylvania
$325K -$2.08K -8 -0.7%
FWP
1320
Fiduciary Wealth Partners
Massachusetts
$324K +$309K +1,190 New
BAM
1321
Bosun Asset Management
Illinois
$324K – – –
TFA
1322
Trinity Financial Advisors
Ohio
$324K – – –
HPIA
1323
Hamilton Point Investment Advisors
North Carolina
$323K +$1.56K +6 +0.5%
SWM
1324
Silverlake Wealth Management
Vermont
$323K – – –
EAM
1325
Empirical Asset Management
Massachusetts
$323K -$639K -2,459 -67%
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