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Lockheed Martin

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1951
Cynosure Group
Utah
$356K – – –
DI
1952
Disciplined Investors
Texas
$356K +$15.9K +34 +5%
CIAS
1953
CFS Investment Advisory Services
New Jersey
$355K +$36.5K +78 +11%
LA
1954
Latitude Advisors
Florida
$354K -$34.2K -73 -9%
FSC
1955
Full Sail Capital
Oklahoma
$353K +$357K +763 New
IC
1956
Iconiq Capital
California
$353K -$44K -94 -11%
RSA
1957
River Street Advisors
Illinois
$352K -$5.62K -12 -2%
SIC
1958
Sigma Investment Counselors
Michigan
$351K -$2.81K -6 -0.8%
V
1959
VeraBank
Texas
$349K +$71.6K +153 +26%
PCTC
1960
Perkins Coie Trust Company
Washington
$349K – – –
FCG
1961
Fielder Capital Group
Tennessee
$349K -$2.81K -6 -0.8%
MWA
1962
Midland Wealth Advisors
Illinois
$348K +$10.3K +22 +3%
CFFP
1963
Center for Financial Planning
Michigan
$348K +$59K +126 +20%
MAM
1964
Marotta Asset Management
Virginia
$347K -$7.02K -15 -2%
MIA
1965
MMBG Investment Advisors
Florida
$347K – – –
AWM
1966
Aries Wealth Management
Maine
$346K -$936 -2 -0.3%
NRC
1967
New Republic Capital
North Carolina
$346K -$50.1K -107 -13%
PWPS
1968
Pinnacle Wealth Planning Services
Ohio
$345K -$64.1K -137 -16%
TFIPS
1969
Towarzystwo Funduszy Inwestycyjnych PZU SA
$345K +$56.2K +120 +19%
MWA
1970
Mills Wealth Advisors
Texas
$345K +$5.62K +12 +2%
SAW
1971
Signal Advisors Wealth
Michigan
$344K +$8.89K +19 +3%
REMPR
1972
Roof Eidam Maycock Peralta (REMP)
California
$344K – – –
LWM
1973
Lakeridge Wealth Management
Ohio
$343K +$1.87K +4 +0.5%
HCM
1974
Highview Capital Management
Illinois
$343K – – –
OCM
1975
Orion Capital Management
California
$343K +$5.62K +12 +2%