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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
1976
Duncan Williams Asset Management
Tennessee
$331K +$301K +664 New
ACM
1977
Alethea Capital Management
Washington
$331K +$301K +663 New
PIP
1978
Peachtree Investment Partners
Florida
$330K -$31.8K -70 -10%
SWA
1979
Sax Wealth Advisors
New Jersey
$329K +$907 +2 +0.3%
AL
1980
Aspiriant LLC
California
$329K -$136K -299 -31%
BCM
1981
BluePath Capital Management
Georgia
$328K +$454 +1 +0.2%
FNC
1982
First National Corp
Massachusetts
$328K -$1.36K -3 -0.5%
CPW
1983
Crestmont Private Wealth
Texas
$328K +$31.3K +69 +12%
NSG
1984
Nalls Sherbakoff Group
Tennessee
$328K – – –
RFP
1985
Root Financial Partners
California
$328K +$48.1K +106 +19%
YWM
1986
Yukon Wealth Management
Kansas
$328K +$5.9K +13 +2%
EIP
1987
Ellis Investment Partners
Pennsylvania
$327K +$1.36K +3 +0.5%
KLCM
1988
KG&L Capital Management
Louisiana
$326K +$297K +654 New
CWMP
1989
Clarion Wealth Managment Partners
Virginia
$326K +$1.36K +3 +0.5%
AGWCA
1990
Annis Gardner Whiting Capital Advisors
Florida
$326K -$16.8K -37 -5%
WMA
1991
Wealth Management Associates
New Jersey
$326K -$4.54K -10 -2%
KWM
1992
Kaydan Wealth Management
Michigan
$326K -$907 -2 -0.3%
RTC
1993
Riverview Trust Company
Washington
$326K – – –
TFA
1994
Teamwork Financial Advisors
Texas
$325K +$78.5K +173 +36%
NAM
1995
NTV Asset Management
West Virginia
$325K +$27.2K +60 +10%
TWD
1996
True Wealth Design
Ohio
$325K +$55.8K +123 +23%
LI
1997
LMCG Investments
Massachusetts
$324K – – –
SCM
1998
Sunbeam Capital Management
Georgia
$324K +$294K +649 New
MAM
1999
MWA Asset Management
Massachusetts
$323K -$712K -1,569 -71%
BW
2000
BXM Wealth
Colorado
$323K +$294K +648 New
78 79
80
81 82