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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NVCHI
1926
New Vernon Capital Holdings II
New Jersey
$328K – – –
SFS
1927
Sharp Financial Services
Pennsylvania
$328K -$105K -228 -25%
SIM
1928
Studio Investment Management
Illinois
$327K +$11.1K +24 +4%
EWA
1929
Exencial Wealth Advisors
Oklahoma
$327K -$2.16M -4,683 -87%
CWM
1930
Connecticut Wealth Management
Connecticut
$327K -$18.5K -40 -5%
WWMSC
1931
Wagner Wealth Management (South Carolina)
South Carolina
$326K +$13.4K +29 +4%
FWP
1932
Firethorn Wealth Partners
Georgia
$325K +$322K +696 New
HCM
1933
Hilton Capital Management
New York
$325K +$69.3K +150 +27%
SWM
1934
Sugarloaf Wealth Management
Georgia
$324K +$462 +1 +0.1%
FNB
1935
Farmers National Bank
Kentucky
$323K -$7.39K -16 -2%
ICP
1936
Interchange Capital Partners
Pennsylvania
$323K +$105K +227 +49%
LA
1937
Legacy Advisors
Pennsylvania
$322K +$24.5K +53 +8%
XWM
1938
Xcel Wealth Management
Florida
$322K +$30K +65 +10%
CRI
1939
Colonial River Investments
Virginia
$321K -$11.6K -25 -4%
AC
1940
Addison Capital
Pennsylvania
$321K +$317K +687 New
IP
1941
Ignite Planners
California
$321K +$462 +1 +0.1%
SIA
1942
Schear Investment Advisers
Ohio
$319K +$42.1K +91 +15%
KWM
1943
Kaydan Wealth Management
Michigan
$319K – – –
MWM
1944
Modern Wealth Management
Kansas
$318K -$1.39K -3 -0.4%
FDDB
1945
Fidelity D&D Bancorp
Pennsylvania
$318K -$1.39K -3 -0.4%
PPWM
1946
Paragon Private Wealth Management
Kentucky
$318K +$12K +26 +4%
AL
1947
ACAS LLC
California
$318K -$23.1K -50 -8%
BFA
1948
Bragg Financial Advisors
North Carolina
$316K +$2.77K +6 +0.9%
AWM
1949
Absher Wealth Management
North Carolina
$316K +$3.7K +8 +1%
AL
1950
Aspiriant LLC
California
$315K -$27.3K -59 -8%
76 77
78
79 80