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General Dynamics
GD

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
2026
Vision Retirement
New Jersey
$21.3K +$21.5K +63 New
CWM
2027
Copia Wealth Management
Oregon
$21.2K – – –
RTL
2028
Red Tortoise LLC
Georgia
$21.2K – – –
SRCM
2029
Signature Resources Capital Management
California
$21.2K – – –
HWP
2030
Highline Wealth Partners
California
$20.2K +$682 +2 +3%
TC
2031
Tacita Capital
Ontario, Canada
$20.2K – – –
IIM
2032
IFC & Insurance Marketing
California
$19K +$19.1K +56 New
MCA
2033
Midwest Capital Advisors
Michigan
$18.9K – – –
EAM
2034
Eukles Asset Management
Ohio
$18.5K – – –
FMP
2035
Financial Management Professionals
Texas
$18.5K +$2.05K +6 +12%
AMPWP
2036
Alvarez & Marsal Private Wealth Partners
Florida
$18.5K +$18.8K +55 New
FAMI
2037
Fideuram Asset Management (Ireland)
$18.4K +$23.5K +69 New
HHMI
2038
Howard Hughes Medical Institute
Maryland
$18.2K – – –
SEP
2039
Signature Equity Partners
Ohio
$17.4K +$17.7K +52 New
AW
2040
Avion Wealth
Texas
$17K -$41.6K -122 -70%
CWM
2041
Cranbrook Wealth Management
Michigan
$16.8K – – –
TIM
2042
Thompson Investment Management
Wisconsin
$16.8K – – –
MA
2043
Modus Advisors
Minnesota
$16.8K +$17.1K +50 New
DWM
2044
Dogwood Wealth Management
Kansas
$16.5K +$5.46K +16 +48%
IWM
2045
IMG Wealth Management
Florida
$16.5K +$7.16K +21 +75%
WAG
2046
Wilkerson Advisory Group
Missouri
$16.5K +$16.7K +49 New
NI
2047
NCP Inc
California
$16.2K +$16.4K +48 New
BAM
2048
Bellevue Asset Management
Washington
$16K – – –
CMA
2049
Cedar Mountain Advisors
Oregon
$15.5K – – –
KSB
2050
Kennebec Savings Bank
Maine
$15.2K – – –
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