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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1976
Ankerstar Wealth
Texas
$37.4K +$37.9K +111 New
AEPWM
1977
Atlantic Edge Private Wealth Management
Florida
$37K – – –
BIA
1978
Bell Investment Advisors
California
$36.7K +$341 +1 +0.9%
ACA
1979
American Capital Advisory
Idaho
$36.4K +$341 +1 +0.9%
VWM
1980
Vermillion Wealth Management
Minnesota
$35.3K +$2.39K +7 +7%
WWA
1981
Wealth Watch Advisors
Colorado
$35K -$20.1K -59 -36%
CC
1982
Copos Capital
$35K +$35.5K +104 New
MEG
1983
Millstone Evans Group
Colorado
$34.7K – – –
TCA
1984
Trifecta Capital Advisors
Illinois
$33.7K -$3.41K -10 -9%
LC
1985
Lavaca Capital
Texas
$33.7K – – –
QPBE
1986
Quintet Private Bank (Europe)
Luxembourg
$33.7K – – –
SWIM
1987
Smallwood Wealth Investment Management
New Jersey
$33.7K – – –
SR
1988
Syntax Research
Florida
$33.7K – – –
OPTFSNA
1989
Old Point Trust & Financial Services N A
Virginia
$33.3K +$25.2K +74 +296%
MTI
1990
Merrithew & Thorsten Inc
California
$33K +$34.1K +100 New
RWM
1991
Rialto Wealth Management
New York
$32.7K – – –
BTD
1992
BankPlus Trust Department
Mississippi
$32.7K – – –
IWM
1993
Inlight Wealth Management
Georgia
$32.7K – – –
CFFP
1994
Center for Financial Planning
Michigan
$31.3K +$21.8K +64 +221%
MI
1995
Motiv8 Investments
Florida
$31K +$31K +91 New
RWA
1996
Redmont Wealth Advisors
Illinois
$29.3K – – –
HC
1997
Hara Capital
Washington
$28.6K – – –
WETS
1998
Wealth Enhancement Trust Services
South Dakota
$28.6K +$29K +85 New
WBWA
1999
William B. Walkup & Associates
South Carolina
$28.3K – – –
PP
2000
Paladin Partners
Wisconsin
$28.3K +$28.6K +84 New
78 79
80
81 82