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General Dynamics

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
1426
Urban Wealth Management
California
$392K +$397K +1,163 New
SAG
1427
SageView Advisory Group
California
$391K +$13.3K +39 +3%
AFT
1428
Alpha Family Trust
California
$391K – – –
HPIA
1429
Hamilton Point Investment Advisors
North Carolina
$390K -$9.21K -27 -2%
SPI
1430
Strategic Planning Inc
Ohio
$390K +$1.71K +5 +0.4%
TWM
1431
Thryve Wealth Management
Texas
$390K +$395K +1,157 New
VSQM
1432
V-Square Quantitative Management
Illinois
$389K +$394K +1,156 New
CF
1433
Claris Financial
Virginia
$388K +$1.36K +4 +0.3%
BFA
1434
Bill Few Associates
Pennsylvania
$387K +$341 +1 +0.1%
PCM
1435
Praxis Capital Management
Illinois
$387K +$392K +1,150 New
AWM
1436
Atticus Wealth Management
Florida
$384K -$42.3K -124 -10%
PF
1437
Phoenix Financial
Israel
$383K +$116K +340 +43%
STS
1438
SG Trading Solutions
Utah
$383K +$388K +1,139 New
RS
1439
R Squared
Hong Kong
$382K +$143K +418 +58%
DWM
1440
Daner Wealth Management
Georgia
$380K +$361K +1,059 New
FWP
1441
Flatrock Wealth Partners
California
$379K +$384K +1,126 New
RA
1442
Riversedge Advisors
Delaware
$379K +$33.8K +99 +10%
SP
1443
Symmetry Partners
Connecticut
$379K +$19.4K +57 +5%
SSW
1444
Smith Shellnut Wilson
Mississippi
$378K -$40.2K -118 -10%
Capstone Investment Advisors
1445
Capstone Investment Advisors
New York
$378K -$918K -2,692 -71%
SMA
1446
Sage Mountain Advisors
Georgia
$377K -$196K -576 -34%
MAWA
1447
Moss Adams Wealth Advisors
Washington
$377K +$17.7K +52 +5%
SFP
1448
Sterling Financial Planning
New Jersey
$377K +$1.36K +4 +0.4%
HWMG
1449
Hurlow Wealth Management Group
Indiana
$375K -$40.9K -120 -10%
BMA
1450
Brooks Moore & Associates
Tennessee
$374K – – –