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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1501
Investment Partners
Ohio
$751K +$3.78K +7 +0.5%
CF
1502
Convergence Financial
Missouri
$750K +$307K +568 +63%
OFS
1503
OneAscent Financial Services
Alabama
$750K -$95.7K -177 -11%
GBFG
1504
Gerald Baker Financial Group
Texas
$747K +$58.4K +108 +8%
RT
1505
Rockland Trust
Massachusetts
$747K -$66.5K -123 -8%
WCM
1506
WealthBridge Capital Management
Ohio
$747K +$569K +1,053 +254%
JHP
1507
James Hambro & Partners
United Kingdom
$747K +$537K +994 +210%
KFA
1508
Kapstone Financial Advisors
Ohio
$747K +$103K +191 +15%
TT
1509
TI-Trust
Illinois
$746K – – –
SW
1510
StrongBox Wealth
Missouri
$746K +$583K +1,079 +281%
CC
1511
Chicago Capital
Illinois
$745K -$93.5K -173 -11%
TLCM
1512
Twin Lakes Capital Management
California
$744K +$5.41K +10 +0.7%
RPCONE
1513
Retirement Planning Company of New England
Rhode Island
$741K -$2.7K -5 -0.3%
AL
1514
Aspiriant LLC
California
$740K +$270K +500 +52%
WP
1515
Waycross Partners
Kentucky
$739K – – –
MAM
1516
Mainsail Asset Management
Alabama
$738K +$457K +845 +139%
WAAG
1517
Wealth Alliance Advisory Group
Kansas
$738K – – –
RMAM
1518
Raab & Moskowitz Asset Management
New Jersey
$736K -$14.6K -27 -2%
TWPM
1519
Total Wealth Planning & Management
Florida
$734K -$18.4K -34 -2%
BWM
1520
Bernicke Wealth Management
Wisconsin
$730K -$71.4K -132 -8%
VC
1521
Vicus Capital
Pennsylvania
$729K -$1.08K -2 -0.1%
FAT
1522
First American Trust
California
$728K +$28.7K +53 +4%
QC
1523
Quent Capital
New York
$728K +$77.3K +143 +11%
CFG
1524
Carr Financial Group
Massachusetts
$727K +$4.33K +8 +0.6%
RMP
1525
Richards, Merrill & Peterson
Washington
$727K +$19.5K +36 +3%
59 60
61
62 63