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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1801
Mathes Company
New York
$341K – – –
BHPW
1802
Beverly Hills Private Wealth
California
$340K +$325K +699 New
SFS
1803
Stiles Financial Services
Minnesota
$340K +$3.72K +8 +1%
DAM
1804
Delta Asset Management
Tennessee
$340K -$23.7K -51 -7%
LC
1805
Lindbrook Capital
California
$339K +$93.9K +202 +41%
LFG
1806
Lockerman Financial Group
California
$337K +$7.9K +17 +3%
RBC
1807
Romano Brothers & Co
Illinois
$337K +$5.58K +12 +2%
ZIMP
1808
Zimmermann Investment Management & Planning
Pennsylvania
$336K +$465 +1 +0.1%
NF
1809
Norwood Financial
Pennsylvania
$336K – – –
QC
1810
Quent Capital
New York
$334K +$25.6K +55 +9%
CL
1811
Choreo LLC
Illinois
$334K +$22.3K +48 +8%
SCA
1812
Stonebridge Capital Advisors
Minnesota
$333K +$3.25K +7 +1%
LAM
1813
LifePro Asset Management
California
$333K -$32.1K -69 -9%
RWI
1814
Red Wave Investments
Pennsylvania
$332K -$229K -493 -42%
MFGM
1815
Marshall Financial Group (Maryland)
Maryland
$332K – – –
CFO
1816
Callan Family Office
Pennsylvania
$332K +$317K +682 New
DWA
1817
Delap Wealth Advisory
Oregon
$332K +$317K +682 New
WEG
1818
World Equity Group
Illinois
$331K -$46.9K -101 -13%
MPCG
1819
Matrix Private Capital Group
New York
$329K -$16.3K -35 -5%
FNB
1820
Farmers National Bank
Kentucky
$329K -$5.11K -11 -2%
BPWM
1821
Badgley Phelps Wealth Managers
Washington
$326K – – –
WF
1822
Wayfinding Financial
Washington
$326K -$86.9K -187 -18%
PL
1823
Plancorp LLC
Missouri
$325K +$68.3K +147 +28%
PCG
1824
Prosperity Consulting Group
Maryland
$325K +$310K +668 New
SWP
1825
Summit Wealth Partners
Florida
$322K +$2.32K +5 +0.8%
71 72
73
74 75