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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1426
Wade Financial Advisory
California
$750K -$11.1K -25 -1%
RB
1427
Renasant Bank
Mississippi
$749K +$53.2K +120 +8%
RSWM
1428
Robertson Stephens Wealth Management
California
$746K +$40.3K +91 +6%
KS
1429
Karpas Strategies
Connecticut
$745K -$95.7K -216 -12%
CWM
1430
Certus Wealth Management
California
$745K – – –
CT
1431
Columbia Trust
Oregon
$744K +$7.09K +16 +1%
FTWA
1432
Fifth Third Wealth Advisors
Ohio
$742K -$65.6K -148 -8%
EFG
1433
Ethos Financial Group
Pennsylvania
$741K -$152K -343 -17%
VCM
1434
Virtue Capital Management
Tennessee
$741K -$167K -376 -19%
WBG
1435
Wharton Business Group
Pennsylvania
$734K – – –
DCM
1436
Davis Capital Management
Florida
$727K +$710K +1,603 New
TAM
1437
Titleist Asset Management
Texas
$726K -$145K -328 -17%
HGA
1438
Hobbs Group Advisors
South Carolina
$725K +$709K +1,601 New
WDG
1439
Wealth Dimensions Group
Ohio
$724K -$3.99K -9 -0.6%
IWM
1440
Integris Wealth Management
California
$724K +$708K +1,597 New
BCM
1441
BlueCrest Capital Management
Jersey
$724K +$708K +1,597 New
FCP
1442
Fidelis Capital Partners
Florida
$724K +$254K +574 +56%
GLA
1443
Good Life Advisors
Pennsylvania
$723K +$21.3K +48 +3%
BFW
1444
Brady Family Wealth
Missouri
$723K -$27.5K -62 -4%
RB
1445
Rodgers Brothers
Pennsylvania
$720K +$33.2K +75 +5%
FWM
1446
Finer Wealth Management
Massachusetts
$720K +$261K +588 +59%
MSCM
1447
McElhenny Sheffield Capital Management
Texas
$719K +$443 +1 +0.1%
CC
1448
Chicago Capital
Illinois
$719K -$3.99K -9 -0.6%
WKSWA
1449
White Knight Strategic Wealth Advisors
New Jersey
$712K +$4.43K +10 +0.6%
ZIG
1450
Zullo Investment Group
Pennsylvania
$707K +$31.5K +71 +5%
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58
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