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General Dynamics

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
2026
Atlantic Edge Private Wealth Management
Florida
$41.8K +$2.74K +8 +7%
AF
2027
Abound Financial
California
$41.4K – – –
FWA
2028
Flagship Wealth Advisors
Massachusetts
$41.1K – – –
SL
2029
Salomon & Ludwin
Virginia
$41K -$29.1K -85 -43%
PCTC
2030
Perkins Coie Trust Company
Washington
$40.7K – – –
TWM
2031
Tripletail Wealth Management
Florida
$40.7K – – –
FP
2032
Financial Perspectives
Minnesota
$40K – – –
ACA
2033
American Capital Advisory
Idaho
$39.3K -$685 -2 -2%
BIA
2034
Bell Investment Advisors
California
$39K -$6.85K -20 -15%
HWP
2035
Highline Wealth Partners
California
$38.3K +$14.4K +42 +64%
MEG
2036
Millstone Evans Group
Colorado
$37.9K +$1.37K +4 +4%
VWM
2037
Vermillion Wealth Management
Minnesota
$37.2K -$4.45K -13 -11%
CC
2038
Copos Capital
$36.8K +$35.6K +104 New
TCA
2039
Trifecta Capital Advisors
Illinois
$36.1K +$685 +2 +2%
MTI
2040
Merrithew & Thorsten Inc
California
$36K – – –
NL
2041
NorthAvenue LLC
Ohio
$35.9K +$34.6K +101 New
QPBE
2042
Quintet Private Bank (Europe)
Luxembourg
$35.4K – – –
SWIM
2043
Smallwood Wealth Investment Management
New Jersey
$35.4K – – –
SR
2044
Syntax Research
Florida
$35.4K – – –
DWM
2045
Darwin Wealth Management
Florida
$35.4K +$7.88K +23 +30%
OPTFSNA
2046
Old Point Trust & Financial Services N A
Virginia
$35.1K – – –
SEP
2047
Signature Equity Partners
Ohio
$34.7K +$13K +38 +63%
FLP
2048
Financial Life Planners
Arizona
$34.4K – – –
First Eagle Investment Management
2049
First Eagle Investment Management
New York
$34.4K – – –
MSWM
2050
Mowery & Schoenfeld Wealth Management
Illinois
$33.7K – – –