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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
2001
Kemnay Advisory Services
New York
$62.1K -$152K -428 -70%
FMB
2002
Field & Main Bank
Kentucky
$61.8K – – –
CFG
2003
Chapman Financial Group
Hawaii
$60.4K +$9.93K +28 +19%
GG
2004
Gleason Group
Kentucky
$57.5K – – –
NL
2005
NVWM LLC
Pennsylvania
$56.3K – – –
UOTTAIMCU
2006
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$55.3K +$31.6K +89 +124%
FPB
2007
First PREMIER Bank
South Dakota
$55K – – –
SWA
2008
Strategic Wealth Advisors
Arizona
$54K – – –
WA
2009
WPG Advisers
Maryland
$52.9K -$43.3K -122 -44%
JFA
2010
JNBA Financial Advisors
Minnesota
$52.5K -$12.4K -35 -19%
EPAM
2011
Evelyn Partners Asset Management
$52.5K +$54.3K +153 New
NFSG
2012
Newbridge Financial Services Group
Florida
$52.2K -$68.5K -193 -56%
CAC
2013
Core Alternative Capital
Georgia
$51.5K -$2.48K -7 -4%
SGFG
2014
Silver Grove Financial Group
New York
$50.2K +$51.8K +146 New
AWM
2015
Activest Wealth Management
Florida
$50.1K -$247K -697 -83%
WPA
2016
Wealth Preservation Advisors
Tennessee
$49.4K +$44.3K +125 +658%
CMP
2017
Coston McIsaac & Partners
Maine
$49K – – –
PWMG
2018
Prestige Wealth Management Group
New Jersey
$48.7K – – –
EPIM
2019
Evelyn Partners Investment Management
$48.7K -$39K -110 -44%
GKIM
2020
GW&K Investment Management
Massachusetts
$48K +$6.74K +19 +16%
MWM
2021
Magnolia Wealth Management
Alabama
$47.7K +$49.3K +139 New
LCA
2022
Legend Capital Advisors
New York
$47.4K +$48.9K +138 New
BG
2023
Bollard Group
Massachusetts
$47K +$48.2K +136 New
CFSG
2024
Community Financial Services Group
Vermont
$45.6K +$46.1K +130 New
AIS
2025
Advocate Investing Services
Maryland
$44.6K – – –
79 80
81
82 83