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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1876
Patron Partners
Texas
$206K +$213K +601 New
SFG
1877
Shum Financial Group
California
$206K +$2.13K +6 +1%
GEA
1878
Glen Eagle Advisors
New Jersey
$206K -$1.04M -2,937 -83%
SW
1879
SkyOak Wealth
Michigan
$206K -$319K -900 -60%
EIP
1880
Essential Investment Partners
Colorado
$206K -$19.5K -55 -8%
SIS
1881
Strategic Investment Solutions
Illinois
$206K +$36.5K +103 +21%
SIC
1882
Schwartz Investment Counsel
Michigan
$205K -$70.9K -200 -25%
RFN
1883
Redwood Financial Network
Ohio
$205K -$2.13K -6 -1%
HNWAG
1884
High Net Worth Advisory Group
Florida
$204K +$211K +595 New
IFWM
1885
Institute for Wealth Management
Colorado
$204K +$211K +595 New
OCM
1886
Osterweis Capital Management
California
$204K – – –
WFA
1887
Websterrogers Financial Advisors
South Carolina
$203K -$18.1K -51 -8%
TAP
1888
TSG Advice Partners
Ohio
$203K +$210K +591 New
AFGAS
1889
Allegiance Financial Group Advisory Services
Virginia
$203K +$209K +590 New
DFA
1890
Delta Financial Advisors
Louisiana
$202K +$209K +589 New
CSC
1891
Caldwell Sutter Capital
California
$202K -$3.9K -11 -2%
FWP
1892
Falcon Wealth Planning
California
$202K -$30.9K -87 -13%
GWM
1893
Greenline Wealth Management
Florida
$201K +$47.2K +133 +29%
RFP
1894
Root Financial Partners
California
$200K +$7.8K +22 +4%
ML
1895
McAdam LLC
Pennsylvania
$200K +$207K +583 New
IWN
1896
Independent Wealth Network
Iowa
$200K -$17K -48 -8%
OCWP
1897
Owl Creek Wealth Partners
Colorado
$197K +$203K +573 New
QC
1898
Quent Capital
New York
$192K +$29.1K +82 +17%
FDCP
1899
Foster Dykema Cabot & Partners
Massachusetts
$191K – – –
WTA
1900
Washington Trust Advisors
Massachusetts
$190K -$26.6K -75 -12%
74 75
76
77 78