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General Dynamics

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
1301
Great Valley Advisor Group
Delaware
$518K +$27.3K +80 +5%
SF
1302
Sun Financial
Utah
$517K +$523K +1,535 New
DW30
1303
Drucker Wealth 3.0
New Jersey
$516K -$28.6K -84 -5%
CPW
1304
Cove Private Wealth
New York
$513K +$239K +700 +85%
KFA
1305
Kelleher Financial Advisors
New York
$511K – – –
IMC
1306
Investment Management Corporation
Virginia
$509K +$515K +1,511 New
TA
1307
TrueWealth Advisors
Alabama
$509K -$9.55K -28 -2%
SOS
1308
Silver Oak Securities
Tennessee
$509K +$38.5K +113 +8%
BA
1309
Bridgewater Advisors
New York
$506K – – –
SI
1310
Severin Investments
Missouri
$506K -$220K -644 -30%
CFMC
1311
Curbstone Financial Management Corp
New Hampshire
$506K -$6.82K -20 -1%
WSC
1312
Wellington Shields & Co
New York
$506K +$31.7K +93 +7%
SW
1313
SkyOak Wealth
Michigan
$505K +$273K +800 +114%
FMI
1314
Frec Markets Inc
California
$505K +$511K +1,498 New
ALAM
1315
Asahi Life Asset Management
Japan
$504K +$13K +38 +3%
NP
1316
NorthRock Partners
Minnesota
$501K -$1.24M -3,622 -71%
CPA
1317
Capital Performance Advisors
California
$501K +$128K +374 +34%
SWM
1318
Salvus Wealth Management
New Jersey
$500K +$8.19K +24 +2%
TCOTS
1319
Trust Company of the South
North Carolina
$497K +$111K +326 +28%
SW
1320
Simplicity Wealth
New Jersey
$496K +$57.6K +169 +13%
AAS
1321
AdviceOne Advisory Services
Connecticut
$494K +$341 +1 +0.1%
PMSA
1322
Patrick M. Sweeney & Associates
Illinois
$492K – – –
AWM
1323
Accel Wealth Management
Iowa
$491K -$8.53K -25 -2%
MBT
1324
Montecito Bank & Trust
California
$491K – – –
TC
1325
Trust Company
Kansas
$491K +$49.4K +145 +11%