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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1926
Salomon & Ludwin
Virginia
$70.4K – – –
KBFS
1927
Kohmann Bosshard Financial Services
Ohio
$68.7K +$69.6K +204 New
LGWM
1928
Litman Gregory Wealth Management
California
$68.7K +$69.6K +204 New
CLOS
1929
Compagnie Lombard Odier SCmA
Switzerland
$67.3K -$682K -2,000 -91%
B
1930
Birchbrook
Maine
$67.3K – – –
CH
1931
Canton Hathaway
Rhode Island
$67.3K – – –
QA
1932
Quattro Advisors
Pennsylvania
$67.2K +$68.2K +200 New
BCV
1933
Banque Cantonale Vaudoise
Switzerland
$67K +$1.02K +3 +2%
SVWA
1934
Sarver Vrooman Wealth Advisors
Missouri
$66.7K -$1.71K -5 -2%
BCPWM
1935
Bradley & Co Private Wealth Management
Florida
$65.3K – – –
JFA
1936
JNBA Financial Advisors
Minnesota
$63.3K +$1.02K +3 +2%
EW
1937
Elyxium Wealth
California
$63K +$63.8K +187 New
PMFA
1938
Plante Moran Financial Advisors
Michigan
$63K -$61K -179 -49%
CTC
1939
Cetera Trust Company
Minnesota
$61.9K – – –
MCM
1940
MV Capital Management
Maryland
$60.9K +$341 +1 +0.6%
FMB
1941
Field & Main Bank
Kentucky
$60.6K – – –
PWA
1942
Physician Wealth Advisors
Utah
$60.6K +$1.71K +5 +3%
RA
1943
Ransom Advisory
Rhode Island
$56.6K -$45K -132 -44%
GG
1944
Gleason Group
Kentucky
$56.1K +$6.82K +20 +14%
NL
1945
NVWM LLC
Pennsylvania
$55.2K +$341 +1 +0.6%
FPB
1946
First PREMIER Bank
South Dakota
$54K – – –
EPG
1947
Estate Planners Group
Pennsylvania
$53.9K +$54.6K +160 New
SWA
1948
Strategic Wealth Advisors
Arizona
$53K +$54.6K +160 New
CAC
1949
Core Alternative Capital
Georgia
$52.9K -$2.73K -8 -5%
MSWM
1950
Mowery & Schoenfeld Wealth Management
Illinois
$52.2K +$26.9K +79 +104%
76 77
78
79 80