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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1976
Arax Advisory Partners
Colorado
$301K +$135K +293 +83%
DM
1977
Deerfield Management
New York
$300K +$297K +642 New
CWA
1978
Consilium Wealth Advisory
Texas
$299K +$296K +641 New
SAM
1979
Secure Asset Management
Michigan
$299K -$126K -272 -30%
VIM
1980
Vinva Investment Management
Australia
$298K +$294K +637 New
CF
1981
Copperwynd Financial
Arizona
$297K +$46.2K +100 +22%
MA
1982
MJP Associates
Connecticut
$296K -$2.77K -6 -0.9%
LI
1983
LMCG Investments
Massachusetts
$295K – – –
MFS
1984
Madrona Financial Services
Washington
$295K +$7.86K +17 +3%
DCBT
1985
Dakota Community Bank & Trust
North Dakota
$295K +$6.01K +13 +2%
KTA
1986
Keeley-Teton Advisors
Illinois
$294K +$924 +2 +0.3%
TNBTD
1987
Trustmark National Bank Trust Department
Mississippi
$293K +$40.2K +87 +16%
RPA
1988
Rock Point Advisors
Vermont
$292K -$11.6K -25 -4%
PHS
1989
Pekin Hardy Strauss
Illinois
$292K -$62.4K -135 -18%
GAA
1990
Guardian Asset Advisors
Pennsylvania
$291K – – –
BHBT
1991
Burke & Herbert Bank & Trust
Virginia
$291K – – –
BMMM
1992
Boston Mountain Money Management
Arkansas
$290K +$462 +1 +0.2%
ST
1993
Spinnaker Trust
Maine
$290K -$3.23K -7 -1%
DP
1994
Divergent Planning
Maryland
$290K – – –
PCM
1995
Princeton Capital Management
New Jersey
$289K +$286K +619 New
SWP
1996
Summit Wealth Partners
Florida
$289K +$3.23K +7 +1%
TAM
1997
Tucker Asset Management
Colorado
$288K -$42.5K -92 -13%
DA
1998
Drake & Associates
Wisconsin
$288K -$31.9K -69 -10%
BTWM
1999
Brass Tax Wealth Management
Ohio
$288K +$285K +617 New
MPCG
2000
Matrix Private Capital Group
New York
$287K +$2.77K +6 +1%
78 79
80
81 82