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Northrop Grumman
NOC

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
701
FreeGulliver LLC
Louisiana
$936K +$937K +2,000 New
HIC
702
Holderness Investments Company
North Carolina
$932K – – –
PWM
703
Purus Wealth Management
California
$931K +$71.7K +153 +8%
NP
704
NorthRock Partners
Minnesota
$926K +$360K +768 +63%
SWM
705
Spire Wealth Management
Virginia
$922K +$29.5K +63 +3%
CA
706
Claro Advisors
Massachusetts
$917K +$22.5K +48 +3%
FCBT
707
First Citizens Bank & Trust
North Carolina
$916K -$216K -460 -19%
DT
708
Diversified Trust
Tennessee
$914K -$247K -527 -21%
FHWM
709
Fox Hill Wealth Management
Massachusetts
$914K +$915K +1,953 New
CW
710
CreativeOne Wealth
Kansas
$914K -$11.3K -24 -1%
SVWAG
711
Sound View Wealth Advisors Group
Georgia
$911K -$480K -1,024 -34%
PBC
712
Pavion Blue Capital
California
$907K -$202K -430 -18%
WDA
713
Wendell David Associates
New Hampshire
$905K – – –
LC
714
Lindbrook Capital
California
$892K +$628K +1,340 +237%
FCP
715
Fidelis Capital Partners
Florida
$891K +$410K +874 +85%
CWM
716
Calamos Wealth Management
Illinois
$886K +$12.7K +27 +1%
MFIM
717
Mesirow Financial Investment Management
Illinois
$885K +$886K +1,891 New
FHA
718
First Horizon Advisors
Tennessee
$885K -$198K -423 -18%
JCM
719
Jacobi Capital Management
Pennsylvania
$882K +$202K +432 +30%
3IP
720
3Chopt Investment Partners
Virginia
$882K +$883K +1,883 New
1WA
721
180 Wealth Advisors
Washington
$881K -$1.75M -3,731 -67%
FLPIM
722
F.L. Putnam Investment Management
Massachusetts
$881K -$119K -254 -12%
AAP
723
Aristotle Atlantic Partners
Florida
$880K – – –
MMG
724
Monetary Management Group
Missouri
$878K – – –
GWM
725
Gitterman Wealth Management
New Jersey
$874K – – –
27 28
29
30 31