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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1976
Financial Perspectives
Minnesota
$37.9K -$2.05K -6 -5%
AW
1977
Ankerstar Wealth
Texas
$37.4K +$37.9K +111 New
AEPWM
1978
Atlantic Edge Private Wealth Management
Florida
$37K – – –
BIA
1979
Bell Investment Advisors
California
$36.7K +$341 +1 +0.9%
ACA
1980
American Capital Advisory
Idaho
$36.4K +$341 +1 +0.9%
VWM
1981
Vermillion Wealth Management
Minnesota
$35.3K +$2.39K +7 +7%
WWA
1982
Wealth Watch Advisors
Colorado
$35K -$20.1K -59 -36%
CC
1983
Copos Capital
$35K +$35.5K +104 New
MEG
1984
Millstone Evans Group
Colorado
$34.7K – – –
TCA
1985
Trifecta Capital Advisors
Illinois
$33.7K -$3.41K -10 -9%
LC
1986
Lavaca Capital
Texas
$33.7K – – –
QPBE
1987
Quintet Private Bank (Europe)
Luxembourg
$33.7K – – –
SWIM
1988
Smallwood Wealth Investment Management
New Jersey
$33.7K – – –
SR
1989
Syntax Research
Florida
$33.7K – – –
OPTFSNA
1990
Old Point Trust & Financial Services N A
Virginia
$33.3K +$25.2K +74 +296%
MTI
1991
Merrithew & Thorsten Inc
California
$33K +$34.1K +100 New
RWM
1992
Rialto Wealth Management
New York
$32.7K – – –
BTD
1993
BankPlus Trust Department
Mississippi
$32.7K – – –
IWM
1994
Inlight Wealth Management
Georgia
$32.7K – – –
CFFP
1995
Center for Financial Planning
Michigan
$31.3K +$21.8K +64 +221%
MI
1996
Motiv8 Investments
Florida
$31K +$31K +91 New
RWA
1997
Redmont Wealth Advisors
Illinois
$29.3K – – –
HC
1998
Hara Capital
Washington
$28.6K – – –
WETS
1999
Wealth Enhancement Trust Services
South Dakota
$28.6K +$29K +85 New
WBWA
2000
William B. Walkup & Associates
South Carolina
$28.3K – – –
78 79
80
81 82