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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1751
Live Oak Private Wealth
North Carolina
$288K -$1.78M -4,265 -85%
SFP
1752
Sandbox Financial Partners
Maryland
$288K -$18K -43 -5%
BCM
1753
Becker Capital Management
Oregon
$288K – – –
HVP
1754
Hudson Value Partners
Florida
$288K – – –
AWA
1755
Amplius Wealth Advisors
Pennsylvania
$288K +$4.18K +10 +1%
KCIA
1756
Kingsbury Capital Investment Advisors
Illinois
$287K -$8.35K -20 -3%
PCTC
1757
Perkins Coie Trust Company
Washington
$287K – – –
CTI
1758
Community Trust & Investment
Kentucky
$287K +$310K +743 New
PR
1759
Payden & Rygel
California
$286K – – –
DIP
1760
DT Investment Partners
Pennsylvania
$285K – – –
OAM
1761
Occidental Asset Management
California
$285K – – –
PIA
1762
Powell Investment Advisors
Florida
$285K +$57.6K +138 +23%
SGA
1763
Strategic Global Advisors
California
$284K – – –
CPO
1764
Cerity Partners OCIO
New York
$283K -$10.9K -26 -3%
SFS
1765
Summit Financial Strategies
Ohio
$282K – – –
SIC
1766
Salem Investment Counselors
North Carolina
$280K -$627K -1,502 -67%
MCM
1767
Mainstay Capital Management
Michigan
$280K – – –
WAAG
1768
Wealth Alliance Advisory Group
Kansas
$279K +$5.85K +14 +2%
AA
1769
Aire Advisors
California
$279K +$26.7K +64 +10%
NAM
1770
NTV Asset Management
West Virginia
$278K – – –
WCA
1771
Westover Capital Advisors
Delaware
$278K – – –
TNAM
1772
Terra Nova Asset Management
New York
$278K +$1.67K +4 +0.6%
KWM
1773
Kaydan Wealth Management
Michigan
$278K – – –
MCM
1774
Manchester Capital Management
Vermont
$275K -$835 -2 -0.3%
MPCG
1775
Matrix Private Capital Group
New York
$275K -$418 -1 -0.1%
69 70
71
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