We are live on ! Find out more
GD icon

General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2001
Chapman Financial Group
Hawaii
$60.4K +$9.93K +28 +19%
GG
2002
Gleason Group
Kentucky
$57.5K – – –
NL
2003
NVWM LLC
Pennsylvania
$56.3K – – –
UOTTAIMCU
2004
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$55.3K +$31.6K +89 +124%
FPB
2005
First PREMIER Bank
South Dakota
$55K – – –
SWA
2006
Strategic Wealth Advisors
Arizona
$54K – – –
WA
2007
WPG Advisers
Maryland
$52.9K -$43.3K -122 -44%
JFA
2008
JNBA Financial Advisors
Minnesota
$52.5K -$12.4K -35 -19%
EPAM
2009
Evelyn Partners Asset Management
$52.5K +$54.3K +153 New
NFSG
2010
Newbridge Financial Services Group
Florida
$52.2K -$68.5K -193 -56%
CAC
2011
Core Alternative Capital
Georgia
$51.5K -$2.48K -7 -4%
SGFG
2012
Silver Grove Financial Group
New York
$50.2K +$51.8K +146 New
AWM
2013
Activest Wealth Management
Florida
$50.1K -$247K -697 -83%
WPA
2014
Wealth Preservation Advisors
Tennessee
$49.4K +$44.3K +125 +658%
CMP
2015
Coston McIsaac & Partners
Maine
$49K – – –
PWMG
2016
Prestige Wealth Management Group
New Jersey
$48.7K – – –
EPIM
2017
Evelyn Partners Investment Management
$48.7K -$39K -110 -44%
GKIM
2018
GW&K Investment Management
Massachusetts
$48K +$6.74K +19 +16%
MWM
2019
Magnolia Wealth Management
Alabama
$47.7K +$49.3K +139 New
LCA
2020
Legend Capital Advisors
New York
$47.4K +$48.9K +138 New
BG
2021
Bollard Group
Massachusetts
$47K +$48.2K +136 New
CFSG
2022
Community Financial Services Group
Vermont
$45.6K +$46.1K +130 New
AIS
2023
Advocate Investing Services
Maryland
$44.6K – – –
BIA
2024
Bell Investment Advisors
California
$44.6K +$7.45K +21 +19%
WAS
2025
Winch Advisory Services
Wisconsin
$44.5K -$4.61K -13 -9%
79 80
81
82 83