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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1801
Cascade Financial Partners
California
$448K +$117K +245 +36%
OWP
1802
ORG Wealth Partners
Texas
$448K +$1.44K +3 +0.3%
JSAM
1803
J. Safra Asset Management
New York
$447K +$443K +925 New
MWA
1804
Monograph Wealth Advisors
California
$447K – – –
FCG
1805
Fielder Capital Group
Tennessee
$447K +$105K +219 +31%
MCM
1806
Monument Capital Management
Virginia
$447K -$4.31K -9 -1%
DCM
1807
Dorato Capital Management
Colorado
$447K +$373K +780 New
CPSC
1808
Carl P. Sherr & Co
Massachusetts
$446K – – –
PWM
1809
PTM Wealth Management
United States
$444K +$2.87K +6 +0.7%
DWP
1810
Destiny Wealth Partners
Florida
$444K -$23.4K -49 -6%
BWP
1811
Barlow Wealth Partners
Kentucky
$444K – – –
MLL
1812
Moody Lynn & Lieberson
Massachusetts
$442K -$15.3K -32 -3%
7WCP
1813
71 West Capital Partners
Massachusetts
$442K +$437K +913 New
RFW
1814
Redwood Family Wealth
Texas
$441K +$436K +912 New
I2I
1815
Insight 2811 Inc
Illinois
$441K – – –
NAS
1816
NWF Advisory Services
California
$440K -$2.87K -6 -0.7%
BWP
1817
BSW Wealth Partners
Colorado
$440K -$10.5K -22 -2%
SFFS
1818
Stonehage Fleming Financial Services
Jersey
$440K – – –
PPWM
1819
Paragon Private Wealth Management
Kentucky
$440K -$16.8K -35 -4%
CAM
1820
Claret Asset Management
Quebec, Canada
$440K +$176K +367 +68%
DFG
1821
Demars Financial Group
Washington
$439K -$18.2K -38 -4%
AWA
1822
Acorn Wealth Advisors
Michigan
$438K +$2.87K +6 +0.7%
JBW
1823
Journey Beyond Wealth
Georgia
$437K – – –
CCA
1824
Childress Capital Advisors
Texas
$436K +$11.5K +24 +3%
BPWM
1825
Badgley Phelps Wealth Managers
Washington
$436K +$41.2K +86 +11%
71 72
73
74 75