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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1526
Worth Asset Management
Texas
$352K -$18.5K -54 -5%
EGWAG
1527
Elwood & Goetz Wealth Advisory Group
Georgia
$352K +$21.6K +63 +7%
TWIM
1528
TIAA Wealth Investment Management
New York
$350K +$30.1K +88 +10%
ACA
1529
Atlas Capital Advisors
Wyoming
$350K +$99.7K +291 +42%
KA
1530
Klingman & Associates
New York
$349K +$12.7K +37 +4%
SWA
1531
Sax Wealth Advisors
New Jersey
$348K +$118K +344 +51%
MFGM
1532
Marshall Financial Group (Maryland)
Maryland
$348K -$59.3K -173 -15%
OWP
1533
Obermeyer Wealth Partners
Colorado
$347K -$42.8K -125 -11%
AWM
1534
Angeles Wealth Management
California
$347K +$1.37K +4 +0.4%
LA
1535
Lifeworks Advisors
Michigan
$347K +$336K +980 New
RA
1536
Riversedge Advisors
Delaware
$347K -$50.7K -148 -13%
EV
1537
EJMK Ventures
Illinois
$346K -$27.7K -81 -8%
OWA
1538
One Wealth Advisors
California
$346K – – –
FPW
1539
Flywheel Private Wealth
California
$344K -$12K -35 -3%
OL
1540
Odyssean LLC
Connecticut
$344K -$146K -425 -30%
CAM
1541
Close Asset Management
United Kingdom
$343K – – –
KAM
1542
KEB Asset Management
Illinois
$342K +$69.5K +203 +27%
WFM
1543
Wolff Financial Management
Michigan
$341K – – –
BWM
1544
Baron Wealth Management
Michigan
$339K +$43.2K +126 +15%
DFCM
1545
Dark Forest Capital Management
Puerto Rico
$338K -$2.21M -6,440 -87%
PSB
1546
Piscataqua Savings Bank
New Hampshire
$338K – – –
OCG
1547
Opus Capital Group
Ohio
$338K +$11K +32 +3%
NP
1548
NorthRock Partners
Minnesota
$338K -$187K -546 -36%
TWP
1549
Triad Wealth Partners
Kansas
$337K +$302K +882 New
AAM
1550
Auxier Asset Management
Oregon
$337K – – –
60 61
62
63 64