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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1951
Plancorp LLC
Missouri
$394K -$21.6K -40 -5%
CWP
1952
CFM Wealth Partners
Texas
$393K – – –
PIP
1953
Philadelphia Investment Partners
New Jersey
$392K – – –
MG
1954
Marex Group
$392K -$40.5K -75 -9%
CTI
1955
Community Trust & Investment
Kentucky
$392K – – –
CWM
1956
Circle Wealth Management
New Jersey
$391K +$12.4K +23 +3%
MAM
1957
Marotta Asset Management
Virginia
$391K – – –
CWS
1958
Cypress Wealth Services
California
$391K -$44.9K -83 -10%
GBT
1959
Grove Bank & Trust
Florida
$390K -$541 -1 -0.1%
SMBT
1960
Southern Michigan Bank & Trust
Michigan
$388K -$541 -1 -0.1%
TWD
1961
True Wealth Design
Ohio
$387K +$23.2K +43 +6%
PIP
1962
Peachtree Investment Partners
Florida
$386K -$82.7K -153 -17%
LIP
1963
Lighthouse Investment Partners
Florida
$386K -$11.1M -20,608 -96%
FDDB
1964
Fidelity D&D Bancorp
Pennsylvania
$386K – – –
AIA
1965
AssuredPartners Investment Advisors
Florida
$386K – – –
RFA
1966
Resurgent Financial Advisors
Georgia
$385K +$5.41K +10 +1%
CA
1967
Corrado Advisors
New Jersey
$385K -$54.1K -100 -12%
WWC
1968
Waypoint Wealth Counsel
Georgia
$384K -$166K -307 -29%
JBW
1969
Journey Beyond Wealth
Georgia
$384K – – –
RCA
1970
Resonant Capital Advisors
Wisconsin
$384K +$19.5K +36 +5%
FPW
1971
Fairvoy Private Wealth
Alabama
$382K – – –
EA
1972
Everpar Advisors
Oklahoma
$381K -$28.7K -53 -7%
AWM
1973
Aries Wealth Management
Maine
$381K – – –
RWB
1974
RMR Wealth Builders
New Jersey
$380K +$97.3K +180 +32%
NDBT
1975
North Dallas Bank & Trust
Texas
$380K – – –
77 78
79
80 81