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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1451
Advisor OS
Illinois
$274K +$3.85K +14 +2%
CPIA
1452
Cornell Pochily Investment Advisors
New York
$274K -$110K -401 -30%
CAC
1453
Certified Advisory Corp
Florida
$274K -$1.93K -7 -0.7%
KIM
1454
Kestra Investment Management
Texas
$272K +$137K +499 +115%
MLFP
1455
MPS Loria Financial Planners
Illinois
$272K – – –
RWP
1456
Revolve Wealth Partners
New Jersey
$271K +$20.1K +73 +9%
PFWA
1457
Paces Ferry Wealth Advisors
Georgia
$271K -$5.5K -20 -2%
DCM
1458
DGS Capital Management
New Jersey
$271K +$550 +2 +0.2%
SMF
1459
Scott Marsh Financial
Utah
$270K +$255K +926 New
SWP
1460
Strategic Wealth Partners
Ohio
$269K +$253K +921 New
PCP
1461
Proficio Capital Partners
Massachusetts
$268K +$17.6K +64 +7%
HC
1462
Hourglass Capital
Texas
$268K – – –
T
1463
Transce3nd
Texas
$268K +$22K +80 +10%
AWM
1464
Austin Wealth Management
Texas
$265K -$1.65K -6 -0.7%
SF
1465
SWP Financial
California
$265K – – –
AIM
1466
Advyzon Investment Management
Illinois
$265K +$16.5K +60 +7%
CCA
1467
Catalyst Capital Advisors
New York
$265K +$105K +380 +72%
MKC
1468
M. Kraus & Co
Vermont
$264K – – –
BG
1469
Bollard Group
Massachusetts
$264K +$13.2K +48 +6%
WFI
1470
West Family Investments
California
$263K +$35K +127 +16%
CSB
1471
City State Bank
Iowa
$262K +$23.7K +86 +11%
SFA
1472
Souders Financial Advisors
Ohio
$262K +$247K +897 New
HWA
1473
Heartwood Wealth Advisors
Virginia
$261K – – –
TNAM
1474
Terra Nova Asset Management
New York
$261K – – –
PL
1475
Plancorp LLC
Missouri
$261K +$246K +894 New
57 58
59
60 61