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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
2001
STAR Financial Bank
Indiana
$372K -$9.73K -18 -2%
CWM
2002
Chemistry Wealth Management
New York
$372K +$1.08K +2 +0.3%
NCM
2003
Northside Capital Management
Oregon
$371K – – –
MNBTD
2004
Moody National Bank Trust Division
Texas
$370K -$22.7K -42 -5%
MIC
2005
Means Investment Company
Maine
$370K -$236K -436 -38%
PCG
2006
PFC Capital Group
California
$369K – – –
PCTC
2007
Perkins Coie Trust Company
Washington
$369K -$11.9K -22 -3%
SRSA
2008
S.R. Schill & Associates
Washington
$368K +$8.65K +16 +2%
FAG
2009
Fortitude Advisory Group
Washington
$368K -$14.6K -27 -4%
CWM
2010
Centurion Wealth Management
Virginia
$368K -$19.5K -36 -5%
MWM
2011
Manske Wealth Management
Texas
$367K -$29.7K -55 -7%
GPW
2012
Gentry Private Wealth
Kansas
$367K -$16.8K -31 -4%
WC
2013
Waterloo Capital
Texas
$366K -$19.5K -36 -5%
SAM
2014
Secure Asset Management
Michigan
$366K +$128K +237 +49%
SIM
2015
Studio Investment Management
Illinois
$366K -$1.62K -3 -0.4%
CH
2016
Cromwell Holdings
Wyoming
$365K – – –
CWP
2017
Curated Wealth Partners
California
$365K +$48.1K +89 +14%
CAM
2018
Chesapeake Asset Management
New York
$364K -$166K -307 -30%
OFA
2019
Oak Family Advisors
Illinois
$363K +$541 +1 +0.1%
AC
2020
Addison Capital
Pennsylvania
$363K – – –
PAM
2021
Peak Asset Management
Colorado
$363K +$385K +712 New
TF
2022
Tompkins Financial
New York
$362K -$2.16K -4 -0.6%
CCC
2023
Chelsea Counsel Company
California
$362K – – –
CFA
2024
Capstone Financial Advisors
Illinois
$361K +$1.62K +3 +0.4%
JSC
2025
J. Stern & Co
United Kingdom
$359K – – –
79 80
81
82 83