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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1701
Avantra Family Wealth
Pennsylvania
$244K – – –
SC
1702
Skylands Capital
Wisconsin
$244K – – –
LCM
1703
LVM Capital Management
Michigan
$244K -$11.9K -35 -5%
BW
1704
BIP Wealth
Georgia
$243K +$246K +722 New
PCMNC
1705
Piedmont Capital Management (North Carolina)
North Carolina
$243K +$246K +721 New
PRI
1706
Prepared Retirement Institute
Pennsylvania
$241K -$34.8K -102 -12%
SMC
1707
Smith, Moore & Co
Missouri
$240K -$16K -47 -6%
EFA
1708
Evernest Financial Advisors
Indiana
$240K -$20.8K -61 -8%
WDG
1709
Wealth Dimensions Group
Ohio
$240K -$4.77K -14 -2%
MFG
1710
Mosaic Financial Group
Illinois
$240K -$5.46K -16 -2%
BAM
1711
Belleair Asset Management
Florida
$240K +$243K +712 New
MWA
1712
Muirfield Wealth Advisors
North Carolina
$240K +$243K +712 New
SG
1713
StoneX Group
New York
$240K -$63.4K -186 -21%
SA
1714
Sovran Advisors
California
$239K -$6.48K -19 -3%
CG
1715
Corundum Group
Colorado
$238K +$241K +708 New
MAM
1716
McLean Asset Management
Virginia
$238K -$8.87K -26 -4%
FVWA
1717
Foster Victor Wealth Advisors
South Carolina
$238K +$1.02K +3 +0.5%
JF
1718
Joule Financial
Kentucky
$237K +$9.89K +29 +4%
SW
1719
SteelPeak Wealth
California
$237K -$26.6K -78 -10%
PIMG
1720
Patriot Investment Management Group
Tennessee
$237K – – –
WDA
1721
Wendell David Associates
New Hampshire
$236K – – –
CPC
1722
Congress Park Capital
New York
$236K – – –
HP
1723
HT Partners
Connecticut
$236K – – –
KCM
1724
Key Capital Management
Tennessee
$236K +$239K +700 New
CWMP
1725
Clarion Wealth Managment Partners
Virginia
$235K -$2.73K -8 -1%
67 68
69
70 71