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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1951
Retirement Planning Group (Kansas)
Kansas
$235K – – –
SFG
1952
SNS Financial Group
Minnesota
$234K -$20.9K -47 -8%
CFO
1953
Collective Family Office
Pennsylvania
$234K -$15.1K -34 -6%
CPRC
1954
Consolidated Portfolio Review Corp
New York
$233K +$18.2K +41 +8%
PPWM
1955
Paragon Private Wealth Management
Kentucky
$233K +$31.5K +71 +14%
CNB
1956
Camden National Bank
Maine
$233K – – –
MSWM
1957
McGlone Suttner Wealth Management
Wisconsin
$232K +$13.8K +31 +6%
ACM
1958
AUA Capital Management
Pennsylvania
$232K +$51K +115 +25%
TWP
1959
Tempus Wealth Planning
California
$231K -$2.18M -4,909 -90%
R
1960
Rebalance
California
$231K – – –
WA
1961
Waddell & Associates
Tennessee
$231K +$1.33K +3 +0.5%
BWA
1962
BlueSky Wealth Advisors
North Carolina
$230K -$31.1K -70 -11%
DCBT
1963
Dakota Community Bank & Trust
North Dakota
$229K -$18.2K -41 -7%
LWMNY
1964
Landmark Wealth Management (New York)
New York
$229K +$248K +560 New
DLA
1965
Douglas Lane & Associates
New York
$229K – – –
EIP
1966
Ellis Investment Partners
Pennsylvania
$229K +$1.77K +4 +0.7%
RCG
1967
Rock Creek Group
District of Columbia
$228K -$29.7K -67 -11%
VBFP
1968
Valtinson Bruner Financial Planning
Minnesota
$228K – – –
FWM
1969
FSA Wealth Management
Massachusetts
$227K +$3.99K +9 +2%
KIG
1970
Kowal Investment Group
Wisconsin
$227K -$14.6K -33 -6%
FPWM
1971
FSB Premier Wealth Management
Iowa
$227K -$124K -280 -34%
HBW
1972
Hazlett, Burt & Watson
West Virginia
$227K -$6.21K -14 -2%
RT
1973
Rockland Trust
Massachusetts
$227K -$21.3K -48 -8%
BAAM
1974
Baker Avenue Asset Management
California
$226K +$121K +273 +98%
PCS
1975
Personal CFO Solutions
New Jersey
$225K -$42.1K -95 -15%
77 78
79
80 81