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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1501
VisionPoint Advisory Group
Texas
$764K -$2.7K -5 -0.3%
HWA
1502
HCR Wealth Advisors
California
$763K +$2.16K +4 +0.3%
LWAM
1503
Legacy Wealth Asset Management
Minnesota
$763K -$15.7K -29 -2%
LA
1504
Lifeworks Advisors
Michigan
$763K +$9.19K +17 +1%
SF
1505
Sun Financial
Utah
$762K +$224K +414 +49%
EIP
1506
Essential Investment Partners
Colorado
$762K +$51.9K +96 +7%
CFP
1507
Catalyst Financial Partners
Massachusetts
$762K +$163K +301 +25%
SW
1508
Solidarity Wealth
Utah
$761K -$101K -186 -11%
VFM
1509
Vision Financial Markets
Connecticut
$759K +$541 +1 +0.1%
SEIA
1510
Signature Estate & Investment Advisors
California
$758K +$20K +37 +3%
MNA
1511
Manning & Napier Advisors
New York
$756K -$8.25M -15,254 -91%
IP
1512
Investment Partners
Ohio
$751K +$3.78K +7 +0.5%
CF
1513
Convergence Financial
Missouri
$750K +$307K +568 +63%
OFS
1514
OneAscent Financial Services
Alabama
$750K -$95.7K -177 -11%
GBFG
1515
Gerald Baker Financial Group
Texas
$747K +$58.4K +108 +8%
RT
1516
Rockland Trust
Massachusetts
$747K -$66.5K -123 -8%
WCM
1517
WealthBridge Capital Management
Ohio
$747K +$569K +1,053 +254%
JHP
1518
James Hambro & Partners
United Kingdom
$747K +$537K +994 +210%
KFA
1519
Kapstone Financial Advisors
Ohio
$747K +$103K +191 +15%
TT
1520
TI-Trust
Illinois
$746K – – –
SW
1521
StrongBox Wealth
Missouri
$746K +$583K +1,079 +281%
CC
1522
Chicago Capital
Illinois
$745K -$93.5K -173 -11%
TLCM
1523
Twin Lakes Capital Management
California
$744K +$5.41K +10 +0.7%
RPCONE
1524
Retirement Planning Company of New England
Rhode Island
$741K -$2.7K -5 -0.3%
AL
1525
Aspiriant LLC
California
$740K +$270K +500 +52%
59 60
61
62 63