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Northrop Grumman
NOC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
901
WealthCare Investment Partners
Rhode Island
$422K – – –
GWS
902
Glassman Wealth Services
Virginia
$417K +$7.43K +18 +2%
SWM
903
Segment Wealth Management
Texas
$415K -$4.95K -12 -1%
ACG
904
Allen Capital Group
Nebraska
$413K +$3.3K +8 +0.9%
PB
905
Pinnacle Bancorp
Nebraska
$413K +$55.7K +135 +17%
KW
906
KWB Wealth
California
$412K – – –
4WM
907
44 Wealth Management
Oregon
$411K +$2.48K +6 +0.7%
VFA
908
Valeo Financial Advisors
Indiana
$409K +$125K +303 +50%
1SB
909
1ST Source Bank
Indiana
$408K – – –
WJWM
910
Williams Jones Wealth Management
New York
$408K +$11.6K +28 +3%
SDAM
911
Shulman DeMeo Asset Management
New York
$404K +$1.24K +3 +0.3%
CWM
912
Cornerstone Wealth Management
Missouri
$403K -$47.5K -115 -11%
AIM
913
Acropolis Investment Management
Missouri
$403K -$28.9K -70 -7%
TAM
914
Tocqueville Asset Management
New York
$403K +$372K +901 New
GTAM
915
Global Trust Asset Management
Florida
$402K -$7.84K -19 -2%
CCP
916
Carmel Capital Partners
California
$402K -$7.43K -18 -2%
BHBT
917
Burke & Herbert Bank & Trust
Virginia
$402K – – –
CFAM
918
Center For Asset Management
Florida
$402K – – –
LSPW
919
Lake Street Private Wealth
Illinois
$402K +$413 +1 +0.1%
FFA
920
First Foundation Advisors
California
$401K +$5.37K +13 +1%
NP
921
NorthRock Partners
Minnesota
$401K +$370K +896 New
WKWM
922
Walter & Keenan Wealth Management
Indiana
$398K – – –
CCM
923
Crossvault Capital Management
Texas
$394K – – –
DWM
924
Defined Wealth Management
Oregon
$394K – – –
NIM
925
NuWave Investment Management
New Jersey
$394K +$364K +881 New
35 36
37
38 39