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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
Paladin Partners
Wisconsin
$28.3K +$28.6K +84 New
AF
2002
Align Financial
Minnesota
$27.3K +$9.3M +27,269 New
CAM
2003
Clarity Asset Management
Iowa
$27.1K – – –
BOTPPF
2004
Board of the Pension Protection Fund
United Kingdom
$26.9K -$246K -720 -90%
MCA
2005
Maryland Capital Advisors
Maryland
$26.9K – – –
WAU
2006
Wellington-Altus USA
Manitoba, Canada
$26.9K +$27.3K +80 New
RWS
2007
Retirement Wealth Solutions
Wisconsin
$26.6K – – –
DIP
2008
DT Investment Partners
Pennsylvania
$25.9K – – –
DWM
2009
Darwin Wealth Management
Florida
$25.6K +$341 +1 +1%
SC
2010
Steph & Co
Wisconsin
$25.6K +$10.2K +30 +65%
WG
2011
Wellington Group
Indiana
$25.6K +$25.9K +76 New
BFS
2012
Burkett Financial Services
South Carolina
$25.4K – – –
DF
2013
Dunhill Financial
United Kingdom
$25.2K +$1.02K +3 +4%
DI
2014
DAGCO Inc
Ohio
$24.9K +$25.2K +74 New
CWM
2015
Consultiva Wealth Management
Puerto Rico
$24.6K – – –
VWWMG
2016
Vermillion & White Wealth Management Group
Pennsylvania
$24.6K – – –
OC
2017
Optima Capital
Oregon
$24.4K +$24.6K +72 New
NWM
2018
Nova Wealth Management
Florida
$24.3K -$5.12K -15 -17%
UOTTAIMCU
2019
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.2K +$24.6K +72 New
PIS
2020
POM Investment Strategies
North Carolina
$23.9K – – –
GPFA
2021
Game Plan Financial Advisors
Ohio
$23.6K – – –
MLA
2022
MB, Levis & Associates
Pennsylvania
$23.6K – – –
CTB
2023
Country Trust Bank
Illinois
$23.2K – – –
ACM
2024
Anfield Capital Management
California
$22.9K +$22.2K +65 +2,167%
KFP
2025
Kerr Financial Planning
California
$22.6K -$3.07K -9 -13%
79 80
81
82 83