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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1026
Merit Financial Group
Georgia
$527K +$518K +1,643 New
DT
1027
Diversified Trust
Tennessee
$524K – – –
DIP
1028
DT Investment Partners
Pennsylvania
$521K – – –
SFA
1029
Sequoia Financial Advisors
Ohio
$521K +$30.3K +96 +6%
VCA
1030
Verdence Capital Advisors
Maryland
$521K +$511K +1,622 New
SSA
1031
Schonfeld Strategic Advisors
New York
$520K +$510K +1,618 New
CIC
1032
Crawford Investment Counsel
Georgia
$518K +$239K +759 +89%
WPP
1033
Whalerock Point Partners
Rhode Island
$517K -$7.88K -25 -2%
RCM
1034
RB Capital Management
Nevada
$517K +$508K +1,611 New
SSB
1035
Sandy Spring Bank
Maryland
$513K +$50.1K +159 +11%
MC
1036
Matisse Capital
Oregon
$509K – – –
WTB
1037
Washington Trust Bank
Washington
$507K -$3.15K -10 -0.6%
VFA
1038
Valeo Financial Advisors
Indiana
$506K -$138K -439 -22%
OFW
1039
Omnia Family Wealth
Florida
$504K +$315 +1 +0.1%
FCAG
1040
First Capital Advisors Group
New Jersey
$503K -$41.6K -132 -8%
PGIM
1041
Pacific Global Investment Management
California
$500K +$6.3K +20 +1%
YP
1042
Yellowstone Partners
Idaho
$498K -$92.7K -294 -16%
EGA
1043
E&G Advisors
Texas
$496K +$487K +1,545 New
CA
1044
Clearstead Advisors
Ohio
$494K – – –
JWM
1045
Janiczek Wealth Management
Colorado
$494K – – –
CF
1046
Copperwynd Financial
Arizona
$492K +$484K +1,534 New
WP
1047
WealthPLAN Partners
Nebraska
$491K +$219K +696 +83%
WA
1048
WealthTrust-Arizona
Arizona
$488K – – –
FPIS
1049
Financial Planning & Information Services
Wisconsin
$484K – – –
STA
1050
Summit Trail Advisors
New York
$483K +$463K +1,468 New
40 41
42
43 44