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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1976
BBR Partners
New York
$342K – – –
RIA
1977
Realta Investment Advisors
Delaware
$341K -$60.4K -129 -15%
PIA
1978
Powell Investment Advisors
Florida
$341K – – –
CWM
1979
Compass Wealth Management
Connecticut
$341K -$7.02K -15 -2%
CRI
1980
Colonial River Investments
Virginia
$341K +$23.4K +50 +7%
SFS
1981
Summit Financial Strategies
Ohio
$340K +$69.7K +149 +25%
AC
1982
Addison Capital
Pennsylvania
$340K +$19.2K +41 +6%
BW
1983
Blalock Williams
Alabama
$339K +$60.4K +129 +21%
MAC
1984
Mason & Associates (California)
California
$339K -$31.4K -67 -8%
PIP
1985
Peachtree Investment Partners
Florida
$338K -$84.3K -180 -20%
CCC
1986
Chelsea Counsel Company
California
$338K – – –
DA
1987
Detalus Advisors
Missouri
$337K -$4.21K -9 -1%
RWM
1988
Riverbend Wealth Management
South Carolina
$337K -$19.2K -41 -5%
ST
1989
Spinnaker Trust
Maine
$337K +$2.81K +6 +0.8%
CWM
1990
Chemistry Wealth Management
New York
$337K -$4.68K -10 -1%
TSWM
1991
Tyler-Stone Wealth Management
Ohio
$336K +$19.7K +42 +6%
SWMG
1992
Signature Wealth Management Group
Georgia
$336K +$3.75K +8 +1%
EGA
1993
Eagle Global Advisors
Texas
$336K – – –
OWA
1994
One Wealth Advisors
California
$336K +$103K +221 +44%
QP
1995
Quartz Partners
New York
$335K +$339K +724 New
FWP
1996
Falcon Wealth Planning
California
$335K +$15.4K +33 +5%
MCWA
1997
Meadow Creek Wealth Advisors
Georgia
$335K -$1.4K -3 -0.4%
B
1998
Bailard
California
$335K +$338K +723 New
LF
1999
LifePlan Financial
Minnesota
$334K -$17.8K -38 -5%
KRW
2000
Kaufman Rossin Wealth
Florida
$334K +$1.87K +4 +0.6%
78 79
80
81 82