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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
926
Access Financial Services
Minnesota
$414K +$414K +1,655 New
VCAM
927
Van Cleef Asset Management
Ohio
$412K – – –
APP
928
Avantax Planning Partners
Iowa
$412K +$412K +1,648 New
MCM
929
MAI Capital Management
Ohio
$410K -$69.5K -278 -15%
CL
930
Choreo LLC
Illinois
$409K +$29.5K +118 +8%
PA
931
Parallel Advisors
California
$408K +$408K +1,632 New
IP
932
Intellectus Partners
California
$408K +$408K +1,633 New
LWAC
933
Laurel Wealth Advisors (California)
California
$406K +$160K +641 +65%
AHB
934
Abner Herrman & Brock
New Jersey
$402K -$44K -176 -10%
MPI
935
Mairs & Power Inc
Minnesota
$401K – – –
MHC
936
Meyer Handelman Company
New York
$400K – – –
STMM
937
South Texas Money Management
Texas
$398K -$16.7K -67 -4%
JWBC
938
J.W. Burns & Co
New York
$398K +$50K +200 +14%
HT
939
HighTower Trust
Texas
$397K +$46.2K +185 +13%
MC
940
Matisse Capital
Oregon
$396K – – –
EWA
941
EP Wealth Advisors
California
$393K -$185K -739 -32%
AMCA
942
Arthur M. Cohen & Associates
Illinois
$388K +$388K +1,553 New
BO
943
BRR OpCo
Ohio
$387K – – –
CA
944
Clearstead Advisors
Ohio
$383K +$383K +1,534 New
EM
945
Excalibur Management
Massachusetts
$380K – – –
OFW
946
Omnia Family Wealth
Florida
$378K +$378K +1,512 New
KFA
947
Kays Financial Advisory
Georgia
$377K +$377K +1,508 New
FPIS
948
Financial Planning & Information Services
Wisconsin
$376K – – –
ARMT
949
Amica Retiree Medical Trust
Rhode Island
$375K – – –
GWCM
950
Godshalk Welsh Capital Management
Pennsylvania
$375K – – –
36 37
38
39 40