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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1301
Sun Financial
Utah
$517K +$523K +1,535 New
DW30
1302
Drucker Wealth 3.0
New Jersey
$516K -$28.6K -84 -5%
CPW
1303
Cove Private Wealth
New York
$513K +$239K +700 +85%
KFA
1304
Kelleher Financial Advisors
New York
$511K – – –
IMC
1305
Investment Management Corporation
Virginia
$509K +$515K +1,511 New
TA
1306
TrueWealth Advisors
Alabama
$509K -$9.55K -28 -2%
SOS
1307
Silver Oak Securities
Tennessee
$509K +$38.5K +113 +8%
BA
1308
Bridgewater Advisors
New York
$506K – – –
SI
1309
Severin Investments
Missouri
$506K -$220K -644 -30%
CFMC
1310
Curbstone Financial Management Corp
New Hampshire
$506K -$6.82K -20 -1%
WSC
1311
Wellington Shields & Co
New York
$506K +$31.7K +93 +7%
SW
1312
SkyOak Wealth
Michigan
$505K +$273K +800 +114%
FMI
1313
Frec Markets Inc
California
$505K +$511K +1,498 New
ALAM
1314
Asahi Life Asset Management
Japan
$504K +$13K +38 +3%
NP
1315
NorthRock Partners
Minnesota
$501K -$1.24M -3,622 -71%
CPA
1316
Capital Performance Advisors
California
$501K +$128K +374 +34%
SWM
1317
Salvus Wealth Management
New Jersey
$500K +$8.19K +24 +2%
TCOTS
1318
Trust Company of the South
North Carolina
$497K +$111K +326 +28%
SW
1319
Simplicity Wealth
New Jersey
$496K +$57.6K +169 +13%
AAS
1320
AdviceOne Advisory Services
Connecticut
$494K +$341 +1 +0.1%
PMSA
1321
Patrick M. Sweeney & Associates
Illinois
$492K – – –
AWM
1322
Accel Wealth Management
Iowa
$491K -$8.53K -25 -2%
MBT
1323
Montecito Bank & Trust
California
$491K – – –
TC
1324
Trust Company
Kansas
$491K +$49.4K +145 +11%
FAN
1325
Financial Advisors Network
California
$488K +$1.36K +4 +0.3%
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