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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDA
1801
Borer Denton & Associates
Pennsylvania
$594K – – –
BPW
1802
BlueDoor Private Wealth
Massachusetts
$592K +$28.3K +46 +5%
HIC
1803
Hamrick Investment Counsel
Washington
$591K +$602K +978 New
FPL
1804
Fortress Private Ledger
North Carolina
$591K +$16K +26 +3%
KW
1805
Keyvantage Wealth
Pennsylvania
$591K +$2.46K +4 +0.4%
MCM
1806
Mattern Capital Management
Colorado
$589K -$41.9K -68 -7%
PF
1807
Prota Financial
Texas
$586K -$53K -86 -8%
SCM
1808
Schnieders Capital Management
California
$586K +$61.6K +100 +11%
MJRIC
1809
Mogy Joel R Investment Counsel
California
$585K – – –
CF
1810
Claris Financial
Virginia
$585K +$17.9K +29 +3%
WBC
1811
West Branch Capital
Massachusetts
$583K – – –
FAM
1812
Formidable Asset Management
Ohio
$583K – – –
FCA
1813
Fortis Capital Advisors
Kansas
$582K +$67.1K +109 +13%
GF
1814
GGM Financials
Ohio
$581K +$2.46K +4 +0.4%
KCP
1815
Kera Capital Partners
California
$580K +$49.9K +81 +9%
SWM
1816
Sandro Wealth Management
New Jersey
$578K +$151K +245 +34%
GCA
1817
Genesee Capital Advisors
New York
$578K +$3.08K +5 +0.5%
AMCA
1818
Arthur M. Cohen & Associates
Illinois
$576K -$73.9K -120 -11%
AL
1819
Aspiriant LLC
California
$576K +$280K +455 +91%
TCM
1820
Tandem Capital Management
New Jersey
$574K -$30.8K -50 -5%
LMFP
1821
Larry Mathis Financial Planning
Arizona
$574K -$20.9K -34 -3%
MAA
1822
Mraz Amerine & Associates
California
$574K +$616 +1 +0.1%
FWP
1823
Falcon Wealth Planning
California
$573K +$7.39K +12 +1%
WF
1824
Warner Financial
Maryland
$573K – – –
CL
1825
CLG LLC
California
$573K +$1.85K +3 +0.3%
71 72
73
74 75