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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1426
Trivium Point Advisory
Connecticut
$255K +$257K +879 New
WA
1427
WealthTrust Axiom
Pennsylvania
$252K – – –
OWP
1428
Obermeyer Wealth Partners
Colorado
$251K – – –
FCA
1429
FinTrust Capital Advisors
South Carolina
$250K – – –
MWM
1430
Maripau Wealth Management
Indiana
$250K +$5.86K +20 +2%
BIA
1431
Beacon Investment Advisors
Maryland
$250K +$252K +861 New
LWP
1432
LMG Wealth Partners
Louisiana
$250K – – –
WWMSC
1433
Wagner Wealth Management (South Carolina)
South Carolina
$248K +$2.05K +7 +0.8%
PP
1434
PDS Planning
Ohio
$248K +$2.64K +9 +1%
CSPAM
1435
Cary Street Partners Asset Management
Virginia
$247K +$3.52K +12 +1%
FPGT
1436
Financial Partners Group (Tennessee)
Tennessee
$247K +$249K +851 New
SCM
1437
Schnieders Capital Management
California
$246K – – –
APW
1438
Aurora Private Wealth
New Jersey
$246K – – –
BG
1439
Bollard Group
Massachusetts
$245K +$1.17K +4 +0.5%
CHC
1440
City Holding Co
West Virginia
$244K -$63.3K -216 -20%
CSB
1441
City State Bank
Iowa
$243K -$31K -106 -11%
WIP
1442
WealthCare Investment Partners
Rhode Island
$242K -$9.96K -34 -4%
WA
1443
WBH Advisory
Maryland
$241K +$2.34K +8 +1%
AWA
1444
Acorn Wealth Advisors
Michigan
$239K +$2.93K +10 +1%
DFA
1445
Davies Financial Advisors
California
$238K -$17.9K -61 -7%
IWN
1446
Independent Wealth Network
Iowa
$237K +$9.67K +33 +4%
PSP
1447
Principal Street Partners
Tennessee
$236K -$100K -342 -30%
MAP
1448
Moody Aldrich Partners
Massachusetts
$236K +$1.17K +4 +0.5%
ACM
1449
Allred Capital Management
Texas
$235K – – –
RSWM
1450
Robertson Stephens Wealth Management
California
$234K -$233K -794 -50%
56 57
58
59 60