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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1976
Equitable Trust
Tennessee
$466K -$312K -506 -40%
CWP
1977
CFM Wealth Partners
Texas
$466K – – –
JC
1978
JB Capital
Connecticut
$466K +$19.7K +32 +4%
MBT
1979
Montecito Bank & Trust
California
$465K +$21.6K +35 +5%
JFGLC
1980
Johnson Financial Group LLC (Colorado)
Colorado
$465K +$203K +330 +75%
CTI
1981
Community Trust & Investment
Kentucky
$465K – – –
NRC
1982
New Republic Capital
North Carolina
$464K -$219K -356 -32%
AIA
1983
Affinity Investment Advisors
California
$464K -$18.5K -30 -4%
MNBTD
1984
Moody National Bank Trust Division
Texas
$464K +$71.5K +116 +18%
MAM
1985
Marotta Asset Management
Virginia
$463K – – –
RWM
1986
Riverbend Wealth Management
South Carolina
$463K -$16K -26 -3%
GBT
1987
Grove Bank & Trust
Florida
$463K -$2.46K -4 -0.5%
RWM
1988
RBA Wealth Management
California
$463K -$29.6K -48 -6%
AFWM
1989
AMJ Financial Wealth Management
Virginia
$462K +$471K +765 New
FWA
1990
FSM Wealth Advisors
Ohio
$462K +$15.4K +25 +3%
DWP
1991
Destiny Wealth Partners
Florida
$461K +$616 +1 +0.1%
AWM
1992
Atticus Wealth Management
Florida
$461K -$9.86K -16 -2%
DI
1993
Disciplined Investors
Texas
$461K +$616 +1 +0.1%
EWS
1994
Evergreen Wealth Solutions
Pennsylvania
$461K +$469K +762 New
SMBT
1995
Southern Michigan Bank & Trust
Michigan
$461K +$469K +762 New
C
1996
Certuity
Florida
$459K -$127K -206 -21%
CWM
1997
Centurion Wealth Management
Virginia
$458K -$4.93K -8 -1%
SIC
1998
Sigma Investment Counselors
Michigan
$458K – – –
FDDB
1999
Fidelity D&D Bancorp
Pennsylvania
$458K +$6.16K +10 +1%
WC
2000
Waterloo Capital
Texas
$457K +$19.7K +32 +4%
78 79
80
81 82