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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2001
Align Financial
Minnesota
$27.3K +$9.3M +27,269 New
CAM
2002
Clarity Asset Management
Iowa
$27.1K – – –
BOTPPF
2003
Board of the Pension Protection Fund
United Kingdom
$26.9K -$246K -720 -90%
MCA
2004
Maryland Capital Advisors
Maryland
$26.9K – – –
RWS
2005
Retirement Wealth Solutions
Wisconsin
$26.6K – – –
DIP
2006
DT Investment Partners
Pennsylvania
$25.9K – – –
DWM
2007
Darwin Wealth Management
Florida
$25.6K +$341 +1 +1%
SC
2008
Steph & Co
Wisconsin
$25.6K +$10.2K +30 +65%
WG
2009
Wellington Group
Indiana
$25.6K +$25.9K +76 New
BFS
2010
Burkett Financial Services
South Carolina
$25.4K – – –
DF
2011
Dunhill Financial
United Kingdom
$25.2K +$1.02K +3 +4%
DI
2012
DAGCO Inc
Ohio
$24.9K +$25.2K +74 New
CWM
2013
Consultiva Wealth Management
Puerto Rico
$24.6K – – –
VWWMG
2014
Vermillion & White Wealth Management Group
Pennsylvania
$24.6K – – –
OC
2015
Optima Capital
Oregon
$24.4K +$24.6K +72 New
NWM
2016
Nova Wealth Management
Florida
$24.3K -$5.12K -15 -17%
UOTTAIMCU
2017
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.2K +$24.6K +72 New
PIS
2018
POM Investment Strategies
North Carolina
$23.9K – – –
GPFA
2019
Game Plan Financial Advisors
Ohio
$23.6K – – –
MLA
2020
MB, Levis & Associates
Pennsylvania
$23.6K – – –
CTB
2021
Country Trust Bank
Illinois
$23.2K – – –
ACM
2022
Anfield Capital Management
California
$22.9K +$22.2K +65 +2,167%
KFP
2023
Kerr Financial Planning
California
$22.6K -$3.07K -9 -13%
HFM
2024
Harvest Fund Management
China
$22K – – –
EF
2025
Entrust Financial
Pennsylvania
$21.3K +$21.5K +63 New
79 80
81
82 83