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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1976
Kaizen Financial Strategies
California
$240K -$4.22K -9 -2%
LA
1977
LexAurum Advisors
Kansas
$239K +$938 +2 +0.4%
MSWM
1978
McGlone Suttner Wealth Management
Wisconsin
$238K -$7.03K -15 -3%
AWM
1979
Aberdeen Wealth Management
Illinois
$238K – – –
CPSC
1980
Carl P. Sherr & Co
Massachusetts
$238K – – –
FA
1981
Fountainhead AM
New Jersey
$238K – – –
SIS
1982
Sound Income Strategies
Florida
$238K -$56.7K -121 -19%
NC
1983
NinePointTwo Capital
California
$238K +$237K +505 New
HC
1984
Hamilton Capital
Ohio
$237K -$11.3K -24 -5%
TWD
1985
True Wealth Design
Ohio
$236K -$774K -1,651 -77%
DWA
1986
Delap Wealth Advisory
Oregon
$236K -$85.3K -182 -27%
CRG
1987
Cornerstone Retirement Group
Nevada
$236K – – –
WLIM
1988
White Lighthouse Investment Management
Massachusetts
$236K – – –
JFG
1989
JMG Financial Group
Illinois
$236K -$3.28K -7 -1%
CMI
1990
Clare Market Investments
Texas
$236K -$18.8K -40 -7%
PCA
1991
Prosperity Capital Advisors
Ohio
$235K -$8.91K -19 -4%
CWM
1992
Connecticut Wealth Management
Connecticut
$235K +$10.8K +23 +5%
SN
1993
Sittner & Nelson
Oregon
$235K +$60.5K +129 +35%
B
1994
Bailard
California
$234K -$8.91K -19 -4%
JLBC
1995
J.L. Bainbridge & Co
Florida
$234K +$1.88K +4 +0.8%
BRG
1996
Bay Rivers Group
Virginia
$234K +$232K +495 New
CVM
1997
Cheviot Value Management
California
$234K – – –
LSIA
1998
LaSalle St. Investment Advisors
Illinois
$233K +$33.3K +71 +17%
GCP
1999
Garda Capital Partners
Minnesota
$232K +$230K +490 New
PWM
2000
Palumbo Wealth Management
New York
$231K +$1.41K +3 +0.6%
78 79
80
81 82