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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1101
Pure Financial Advisors
California
$804K – – –
IWC
1102
Integrated Wealth Concepts
Massachusetts
$801K +$323K +843 +69%
MA
1103
Modus Advisors
Minnesota
$801K +$789K +2,057 New
VNA
1104
Valley National Advisers
Pennsylvania
$796K +$2.69K +7 +0.3%
JWBC
1105
J.W. Burns & Co
New York
$792K +$112K +291 +17%
PA
1106
Probity Advisors
Texas
$788K -$17.3K -45 -2%
PPP
1107
Private Portfolio Partners
New Jersey
$788K +$2.69K +7 +0.3%
PNC
1108
Park National Corp
Ohio
$782K +$19.2K +50 +3%
BAM
1109
Blueshift Asset Management
New Jersey
$781K -$11.1K -29 -1%
SC
1110
Savant Capital
Illinois
$781K +$107K +280 +16%
ST
1111
Smithfield Trust
Pennsylvania
$779K -$20K -52 -3%
OIM
1112
Opus Investment Management
Massachusetts
$779K – – –
SNBOSCI
1113
Security National Bank of Sioux City Iowa
Iowa
$779K – – –
HIM
1114
Hanlon Investment Management
New Jersey
$778K +$2.69K +7 +0.4%
DWA
1115
Douglass Winthrop Advisors
New York
$774K -$326K -850 -30%
DJSG
1116
D.J. St. Germain
Massachusetts
$768K +$110K +287 +17%
BRG
1117
Bay Rivers Group
Virginia
$760K +$749K +1,951 New
TNBTD
1118
Trustmark National Bank Trust Department
Mississippi
$759K -$5.76K -15 -0.8%
BCM
1119
Bourgeon Capital Management
Connecticut
$759K – – –
LFG
1120
LifePlan Financial Group
Ohio
$751K – – –
BWM
1121
BigSur Wealth Management
Florida
$750K -$20.7K -54 -3%
CG
1122
Caprock Group
Idaho
$749K -$55.3K -144 -7%
CWM
1123
Campbell Wealth Management
Virginia
$748K – – –
PIG
1124
Pantheon Investment Group
California
$748K +$736K +1,918 New
ANBT
1125
American National Bank & Trust
Texas
$743K +$55.6K +145 +8%
43 44
45
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