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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
1701
Payden & Rygel
California
$263K – – –
BFA
1702
Bill Few Associates
Pennsylvania
$263K +$256K +739 New
NI
1703
Nuance Investments
Missouri
$263K +$256K +739 New
DIP
1704
DT Investment Partners
Pennsylvania
$262K – – –
AWM
1705
Avior Wealth Management
Nebraska
$262K +$72.6K +210 +40%
CFG
1706
Cooper Financial Group
California
$261K -$166K -479 -39%
NAS
1707
Nicolet Advisory Services
Wisconsin
$261K -$5.88K -17 -2%
CWC
1708
Carolinas Wealth Consulting
North Carolina
$261K -$5.53K -16 -2%
KTA
1709
Keeley-Teton Advisors
Illinois
$259K +$1.04K +3 +0.4%
MPCG
1710
Matrix Private Capital Group
New York
$259K +$252K +728 New
MCM
1711
Mainstay Capital Management
Michigan
$258K -$251K -726 -50%
EWM
1712
Elite Wealth Management
Washington
$256K -$450K -1,300 -64%
HPWM
1713
Highland Private Wealth Management
Washington
$256K +$16.9K +49 +7%
CCP
1714
Carmel Capital Partners
California
$256K +$249K +719 New
WAOTB
1715
Wealth Advisors of Tampa Bay
Florida
$256K +$249K +720 New
GL
1716
Graypoint LLC
New York
$254K -$31.5K -91 -11%
SFS
1717
Summit Financial Strategies
Ohio
$254K – – –
ATFA
1718
All Terrain Financial Advisors
Minnesota
$254K +$6.92K +20 +3%
PS
1719
Portfolio Strategies
New York
$253K – – –
FBB
1720
Fulton Breakefield Broenniman
Maryland
$253K +$246K +712 New
CCM
1721
Chilton Capital Management
Texas
$251K – – –
CGH
1722
CMG Global Holdings
Texas
$251K – – –
TNAM
1723
Terra Nova Asset Management
New York
$250K – – –
SDWMA
1724
Schneider Downs Wealth Management Advisors
Pennsylvania
$250K +$11.4K +33 +5%
LG
1725
LaFleur & Godfrey
Michigan
$249K -$3.4M -9,833 -93%
67 68
69
70 71