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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
1976
City Center Advisors LLC
Michigan
$388K -$4.83K -9 -1%
CF
1977
Clarity Financial
Texas
$386K +$69.8K +130 +25%
BFA
1978
Bragg Financial Advisors
North Carolina
$385K -$9.66K -18 -3%
FWM
1979
Fairhaven Wealth Management
Illinois
$383K – – –
TNAM
1980
Terra Nova Asset Management
New York
$383K – – –
EI
1981
Ellevest Inc
New York
$383K +$1.61K +3 +0.5%
VIM
1982
Vinva Investment Management
Australia
$382K +$10.2K +19 +3%
LI
1983
LMCG Investments
Massachusetts
$381K +$10.2K +19 +3%
CWM
1984
Cahaba Wealth Management
Georgia
$380K +$22.6K +42 +7%
KI
1985
Kapitalo Investimentos
Brazil
$380K +$349K +650 New
LFG
1986
Lockerman Financial Group
California
$379K -$29.5K -55 -8%
ISL
1987
Ingalls & Snyder LLC
New York
$379K – – –
ASC
1988
Atalanta Sosnoff Capital
New York
$379K – – –
ICP
1989
Interchange Capital Partners
Pennsylvania
$378K -$24.2K -45 -7%
AWM
1990
Absher Wealth Management
North Carolina
$376K -$17.7K -33 -5%
DP
1991
Divergent Planning
Maryland
$376K – – –
TWA
1992
Talisman Wealth Advisors
New Jersey
$375K -$6.44K -12 -2%
DBIA
1993
Dumont & Blake Investment Advisors
New Jersey
$372K -$342K -637 -50%
CCM
1994
Cohen Capital Management
California
$372K +$99.3K +185 +41%
IPW
1995
Impact Partnership Wealth
Georgia
$372K -$632K -1,177 -65%
BOS
1996
Bank of Stockton
California
$372K +$341K +636 New
CWA
1997
Consilium Wealth Advisory
Texas
$371K -$3.76K -7 -1%
MFS
1998
Madrona Financial Services
Washington
$371K +$1.07K +2 +0.3%
DCBT
1999
Dakota Community Bank & Trust
North Dakota
$369K – – –
NWMG
2000
National Wealth Management Group
Ohio
$369K +$339K +631 New
78 79
80
81 82