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Northrop Grumman
NOC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1026
Cascade Investment Advisors
Oregon
$367K – – –
CWP
1027
Cyndeo Wealth Partners
Florida
$366K -$6.85K -15 -2%
SCM
1028
Shelton Capital Management
Colorado
$365K – – –
PCM
1029
Prelude Capital Management
New York
$365K +$382K +837 New
NB
1030
NBT Bank
New York
$365K – – –
SWM
1031
Segment Wealth Management
Texas
$364K – – –
AC
1032
ASB Consultores
Florida
$364K -$372K -815 -49%
TWC
1033
TD Waterhouse Canada
Ontario, Canada
$363K -$10.5K -23 -3%
SQA
1034
Simon Quick Advisors
New Jersey
$363K +$50.2K +110 +15%
HR
1035
Howe & Rusling
New York
$363K – – –
SG
1036
StoneX Group
New York
$362K +$61.2K +134 +19%
CCFM
1037
Clear Creek Financial Management
Washington
$361K -$2.28K -5 -0.6%
PF
1038
Parker Financial
Washington
$361K – – –
CIA
1039
Compass Ion Advisors
Pennsylvania
$359K – – –
PCM
1040
Permanent Capital Management
Illinois
$358K +$327K +717 New
STA
1041
Smith Thornton Advisors
Alabama
$358K +$375K +822 New
CWA
1042
Canvas Wealth Advisors
Kansas
$357K +$69.4K +152 +26%
RWM
1043
Reston Wealth Management
Virginia
$357K – – –
PPWP
1044
Premier Path Wealth Partners
New Jersey
$356K +$7.31K +16 +2%
JAG
1045
Journey Advisory Group
Kentucky
$356K -$20.6K -45 -5%
SWP
1046
Significant Wealth Partners
Illinois
$355K +$140K +307 +61%
LI
1047
LRI Investments
Florida
$352K +$1.37K +3 +0.4%
LFA
1048
Level Financial Advisors
New York
$351K – – –
JWM
1049
JGP Wealth Management
Oregon
$350K – – –
SAM
1050
Smartleaf Asset Management
Massachusetts
$349K +$67.1K +147 +22%
40 41
42
43 44