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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
1726
Valtinson Bruner Financial Planning
Minnesota
$232K – – –
RPA
1727
Rock Point Advisors
Vermont
$231K – – –
AFAS
1728
Acorn Financial Advisory Services
Virginia
$230K +$5.38K +14 +2%
DLA
1729
Douglas Lane & Associates
New York
$229K -$18.8K -49 -7%
SB
1730
Sunflower Bank
Texas
$229K – – –
HIC
1731
Hartline Investment Corp
Illinois
$229K +$1.92K +5 +0.8%
OL
1732
Optas LLC
Texas
$229K +$1.92K +5 +0.8%
WA
1733
Wealth Architects
California
$229K +$233K +605 New
KTM
1734
Keeler Thomas Management
Utah
$228K -$47.7K -124 -17%
ONST
1735
Old North State Trust
North Carolina
$228K – – –
SL
1736
Stevard LLC
Illinois
$228K +$232K +603 New
SWP
1737
Summit Wealth Partners
Florida
$228K +$231K +602 New
CIC
1738
Crawford Investment Counsel
Georgia
$227K -$23.1K -60 -9%
TCM
1739
Telos Capital Management
California
$227K -$23.1K -60 -9%
NWA
1740
Navis Wealth Advisors
New York
$227K +$231K +600 New
EI
1741
Ellevest Inc
New York
$226K -$17.3K -45 -7%
FPA
1742
First Pacific Advisors
California
$225K – – –
FEM
1743
Fulcrum Equity Management
Texas
$225K +$17.7K +46 +8%
WDC
1744
Woodward Diversified Capital
California
$224K -$5.38K -14 -2%
BCMO
1745
Buckingham Capital Management (Ohio)
Ohio
$224K – – –
LGA
1746
Lebenthal Global Advisors
New York
$224K +$8.84K +23 +4%
PWM
1747
Paulson Wealth Management
Illinois
$224K +$27.7K +72 +14%
MCM
1748
McMillion Capital Management
North Carolina
$223K – – –
CL
1749
CPWM LLC
Washington
$223K +$1.92K +5 +0.9%
CAWM
1750
Capital Advisors Wealth Management
Washington
$223K +$227K +590 New
68 69
70
71 72