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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1976
True Wealth Design
Ohio
$387K +$23.2K +43 +6%
PIP
1977
Peachtree Investment Partners
Florida
$386K -$82.7K -153 -17%
LIP
1978
Lighthouse Investment Partners
Florida
$386K -$11.1M -20,608 -96%
FDDB
1979
Fidelity D&D Bancorp
Pennsylvania
$386K – – –
AIA
1980
AssuredPartners Investment Advisors
Florida
$386K – – –
RFA
1981
Resurgent Financial Advisors
Georgia
$385K +$5.41K +10 +1%
CA
1982
Corrado Advisors
New Jersey
$385K -$54.1K -100 -12%
WWC
1983
Waypoint Wealth Counsel
Georgia
$384K -$166K -307 -29%
JBW
1984
Journey Beyond Wealth
Georgia
$384K – – –
RCA
1985
Resonant Capital Advisors
Wisconsin
$384K +$19.5K +36 +5%
FPW
1986
Fairvoy Private Wealth
Alabama
$382K – – –
EA
1987
Everpar Advisors
Oklahoma
$381K -$28.7K -53 -7%
AWM
1988
Aries Wealth Management
Maine
$381K – – –
RWB
1989
RMR Wealth Builders
New Jersey
$380K +$97.3K +180 +32%
NDBT
1990
North Dallas Bank & Trust
Texas
$380K – – –
WBC
1991
West Branch Capital
Massachusetts
$379K -$119K -221 -23%
REMPR
1992
Roof Eidam Maycock Peralta (REMP)
California
$378K – – –
MCP
1993
Mirador Capital Partners
California
$378K +$45.4K +84 +13%
DT
1994
DV Trading
Illinois
$377K +$161K +297 +67%
AZ
1995
Alpha Zero
Florida
$377K +$397K +734 New
BW
1996
BXM Wealth
Colorado
$376K +$143K +265 +56%
CT
1997
Clearstead Trust
Maine
$376K -$4.33K -8 -1%
FWM
1998
Fingerlakes Wealth Management
New York
$376K +$2.7K +5 +0.7%
BP
1999
BBR Partners
New York
$375K -$541 -1 -0.1%
CASB
2000
Cape Ann Savings Bank
Massachusetts
$375K – – –
78 79
80
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