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General Dynamics

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
1976
Team Financial Group
California
$6.14K +$5.67K +18 New
CCM
1977
Cloud Capital Management
Washington
$6K +$5.99K +19 New
MCI
1978
MRP Capital Investments
Georgia
$5.83K – – –
MFT
1979
Moisand Fitzgerald Tamayo
Florida
$5.8K – – –
OA
1980
Operose Advisors
Wisconsin
$5.46K -$1.26K -4 -20%
DWA
1981
Delos Wealth Advisors
Texas
$5.46K – – –
EB
1982
Eastern Bank
Massachusetts
$5.46K – – –
AFG
1983
Albion Financial Group
Utah
$5.46K +$5.04K +16 New
IWP
1984
IAG Wealth Partners
Wisconsin
$5.12K – – –
TIM
1985
Tortoise Investment Management
New York
$5.12K +$1.26K +4 +36%
RFS
1986
Richardson Financial Services
Massachusetts
$5.12K +$4.73K +15 New
RBC
1987
Roble Belko & Company
Pennsylvania
$5K +$4.41K +14 New
PA
1988
Pineridge Advisors
Missouri
$4.87K – – –
VWA
1989
Valued Wealth Advisors
Utah
$4.81K – – –
SC
1990
Swan Capital
Florida
$4.78K – – –
PPA
1991
Painted Porch Advisors
California
$4.13K – – –
HNB
1992
Hilltop National Bank
Wyoming
$4.09K – – –
PWA
1993
Principia Wealth Advisory
Texas
$4.09K +$630 +2 +20%
RWM
1994
Raffa Wealth Management
District of Columbia
$4.09K +$1.89K +6 +100%
TCM
1995
TruNorth Capital Management
Michigan
$4.09K +$3.78K +12 New
CJ
1996
Caitlin John
Michigan
$4.07K +$3.78K +12 New
CA
1997
Centerpoint Advisors
Massachusetts
$4K – – –
T
1998
Transce3nd
Texas
$3.66K -$285K -904 -99%
GWSA
1999
Global Wealth Strategies & Associates
Colorado
$3.52K +$3.15K +10 New
FGA
2000
Fortis Group Advisors
New Jersey
$3.41K – – –