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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
Marathon Capital Management
Maryland
$225K +$1.77K +4 +0.7%
RPA
1977
Rock Point Advisors
Vermont
$225K – – –
SC
1978
Searle & Co
Connecticut
$225K – – –
SCA
1979
Sandy Cove Advisors
Massachusetts
$224K -$34.6K -78 -12%
RSA
1980
River Street Advisors
Illinois
$224K – – –
FUBT
1981
First United Bank & Trust
Maryland
$224K – – –
JC
1982
Jacobs & Co
California
$224K – – –
SXL
1983
Summit X LLC
Missouri
$224K -$718K -1,619 -75%
SIAG
1984
Safeguard Investment Advisory Group
California
$224K -$887 -2 -0.4%
PIA
1985
Panoramic Investment Advisors
Colorado
$223K +$242K +546 New
RWM
1986
Revisor Wealth Management
Ohio
$223K +$44.4K +100 +23%
MFS
1987
Mirabella Financial Services
United Kingdom
$222K -$887 -2 -0.4%
ECM
1988
Elgethun Capital Management
South Dakota
$222K +$1.77K +4 +0.7%
SC
1989
Sepio Capital
Utah
$221K +$444 +1 +0.2%
JC
1990
JB Capital
Connecticut
$221K +$3.55K +8 +2%
GWSA
1991
Global Wealth Strategies & Associates
Colorado
$220K – – –
SIS
1992
Sound Income Strategies
Florida
$220K -$4.44K -10 -2%
HWA
1993
HHM Wealth Advisors
Tennessee
$220K – – –
GD
1994
Grandfield & Dodd
New York
$220K +$239K +538 New
SHWM
1995
Smith & Howard Wealth Management
Georgia
$220K – – –
FIM
1996
Freedom Investment Management
Connecticut
$219K -$51.9K -117 -18%
WP
1997
Westmount Partners
California
$219K – – –
RWM
1998
Reston Wealth Management
Virginia
$218K -$3.99K -9 -2%
FPGK
1999
Financial Partners Group (Kansas)
Kansas
$218K +$219K +493 New
PA
2000
Perennial Advisors
New York
$218K +$444 +1 +0.2%
78 79
80
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