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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2001
Bay Harbor Wealth Management
Maryland
$3.41K +$630 +2 +25%
TWM
2002
Tripletail Wealth Management
Florida
$3.13K +$2.84K +9 New
SFCL
2003
Strengthening Families & Communities LLC
Massachusetts
$3.07K +$2.84K +9 New
WW
2004
Winnow Wealth
Texas
$3.07K -$233K -740 -99%
AF
2005
Alerus Financial
North Dakota
$3.07K – – –
GFL
2006
Granite FO LLC
New Hampshire
$3.07K – – –
TFM
2007
TFC Financial Management
Massachusetts
$3.07K – – –
Q1WB
2008
Quest 10 Wealth Builders
Virginia
$2.8K +$2.21K +7 +700%
FPF
2009
First Pacific Financial
Washington
$2.73K – – –
FGAM
2010
Financial Gravity Asset Management
Texas
$2.73K +$2.52K +8 New
TCB
2011
Texas Capital Bancshares
Texas
$2.73K +$2.52K +8 New
GFWA
2012
Grey Fox Wealth Advisors
Delaware
$2.41K +$2.21K +7 New
CTA
2013
Colonial Trust Advisors
South Carolina
$2.39K -$3.78K -12 -63%
AT
2014
Avalon Trust
New Mexico
$2.39K +$2.21K +7 New
HCM
2015
Hollencrest Capital Management
California
$2.05K – – –
W
2016
WealthCollab
Washington
$2.05K – – –
WWM
2017
Wolff Wiese Magana
California
$2.05K – – –
SC
2018
Sawyer & Company
Massachusetts
$2K – – –
HIA
2019
HFM Investment Advisors
New Jersey
$1.71K – – –
QWM
2020
Quaker Wealth Management
New Jersey
$1.71K – – –
BIM
2021
Breakwater Investment Management
Washington
$1.71K +$630 +2 +67%
MSWA
2022
Marshall & Sterling Wealth Advisors
New York
$1.02K -$1.89K -6 -67%
ACM
2023
Anfield Capital Management
California
$1.02K +$946 +3 New
PMAM
2024
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
EFMH
2025
E Fund Management (HK)
Hong Kong
$682 +$630 +2 New
79 80
81
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