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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
1951
Vantage Financial Partners (Illinois)
Illinois
$315K – – –
RZH
1952
Relyea Zuckerberg Hanson
Connecticut
$314K -$68.4K -148 -18%
OCG
1953
Opus Capital Group
Ohio
$314K -$6.47K -14 -2%
CIAS
1954
CFS Investment Advisory Services
New Jersey
$314K +$311K +672 New
MSWM
1955
McGlone Suttner Wealth Management
Wisconsin
$313K -$101K -219 -24%
PWM
1956
Palumbo Wealth Management
New York
$313K +$924 +2 +0.3%
CPSC
1957
Carl P. Sherr & Co
Massachusetts
$311K +$46.2K +100 +18%
OKSA
1958
O'Keefe Stevens Advisory
New York
$311K +$58.2K +126 +23%
PBO
1959
Peoples Bank (Ohio)
Ohio
$311K +$66.1K +143 +27%
SAI
1960
Savvy Advisors Inc
New York
$309K +$98K +212 +47%
HFS
1961
Howard Financial Services
Texas
$309K +$6.47K +14 +2%
FWP
1962
Falcon Wealth Planning
California
$309K -$416K -901 -58%
CCAL
1963
City Center Advisors LLC
Michigan
$308K – – –
KPWG
1964
KFA Private Wealth Group
Virginia
$307K +$82.3K +178 +37%
MHWM
1965
Montz Harcus Wealth Management
Louisiana
$306K -$33.7K -73 -10%
FWM
1966
Fairhaven Wealth Management
Illinois
$306K – – –
TNAM
1967
Terra Nova Asset Management
New York
$306K – – –
TWA
1968
Talisman Wealth Advisors
New Jersey
$306K +$924 +2 +0.3%
CA
1969
CGN Advisors
Kansas
$305K -$2.31K -5 -0.8%
AFO
1970
Arrowroot Family Office
California
$305K -$2.77K -6 -0.9%
EI
1971
Ellevest Inc
New York
$304K +$6.93K +15 +2%
SOAMC
1972
Spirit of America Management Corp
New York
$304K – – –
ISL
1973
Ingalls & Snyder LLC
New York
$303K -$924 -2 -0.3%
ASC
1974
Atalanta Sosnoff Capital
New York
$303K -$9.71K -21 -3%
FIM
1975
Freedom Investment Management
Connecticut
$302K +$45.3K +98 +18%
77 78
79
80 81