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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1501
Personal CFO Solutions
New Jersey
$386K +$106K +306 +39%
CWP
1502
CFM Wealth Partners
Texas
$385K -$4.84K -14 -1%
SFO
1503
Stokes Family Office
Louisiana
$384K -$218K -631 -37%
AC
1504
Apogem Capital
New York
$384K -$69.2K -200 -16%
SWA
1505
SOA Wealth Advisors
New York
$384K +$2.77K +8 +0.7%
MIA
1506
MMBG Investment Advisors
Florida
$384K +$374K +1,080 New
QCG
1507
Quadrant Capital Group
Ohio
$383K -$247K -713 -40%
DWM
1508
Dakota Wealth Management
Florida
$383K +$49.1K +142 +15%
SAM
1509
SignalPoint Asset Management
Missouri
$382K +$43.9K +127 +13%
CC
1510
Copperleaf Capital
North Carolina
$382K +$60.5K +175 +19%
AIC
1511
Argus Investors Counsel
New York
$380K +$31.1K +90 +9%
EP
1512
Edgestream Partners
New Jersey
$377K -$694K -2,006 -65%
TBNY
1513
Trustco Bank (New York)
New York
$376K – – –
KJHP
1514
K.J. Harrison & Partners
Ontario, Canada
$375K -$599K -1,731 -62%
IIA
1515
IPG Investment Advisors
California
$374K +$364K +1,051 New
PCMC
1516
Paragon Capital Management (Colorado)
Colorado
$373K +$1.73K +5 +0.5%
WPC
1517
Wedmont Private Capital
Pennsylvania
$373K +$353K +1,022 New
EWA
1518
EverSource Wealth Advisors
Alabama
$373K +$362K +1,048 New
DCM
1519
Dimension Capital Management
Florida
$372K -$104K -300 -22%
DA
1520
Detalus Advisors
Missouri
$372K +$3.46K +10 +1%
CBFP
1521
Cedar Brook Financial Partners
Ohio
$372K +$11.4K +33 +3%
FAN
1522
Financial Advisors Network
California
$370K – – –
EWA
1523
ERTS Wealth Advisors
Michigan
$370K +$51.2K +148 +16%
TFA
1524
Triad Financial Advisors
North Carolina
$370K +$360K +1,040 New
BLC
1525
Brown, Lisle/Cummings
Rhode Island
$368K +$359K +1,037 New
59 60
61
62 63