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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2001
Pinnacle Bancorp
Nebraska
$155K +$25.1K +62 +21%
RP
2002
Rowlandmiller & Partners
Georgia
$154K +$142K +350 New
BA
2003
Bellwether Advisors
Nebraska
$152K – – –
CJL
2004
Cyrus J. Lawrence
New York
$151K +$139K +342 New
PFA
2005
Professional Financial Advisors
Nebraska
$150K +$811 +2 +0.6%
EL
2006
EMFO LLC
Florida
$148K – – –
FBT
2007
First Bank & Trust
South Dakota
$147K -$500K -1,234 -79%
FFA
2008
Fairfield Financial Advisors
Massachusetts
$146K +$134K +331 New
TWM
2009
Tradition Wealth Management
Minnesota
$144K +$405 +1 +0.3%
SOW
2010
State of Wyoming
Wyoming
$143K +$33.2K +82 +34%
SIS
2011
Sound Income Strategies
Florida
$141K +$14.2K +35 +12%
LWCFA
2012
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K – – –
JWA
2013
JFS Wealth Advisors
Pennsylvania
$138K +$20.3K +50 +19%
SWM
2014
Selective Wealth Management
Virginia
$137K -$40.5K -100 -24%
PPWM
2015
PFG Private Wealth Management
Florida
$136K +$111K +273 +803%
NFSG
2016
Newbridge Financial Services Group
Florida
$135K -$56.8K -140 -31%
CC
2017
Corsicana & Co
Texas
$135K – – –
TFA
2018
Toth Financial Advisory
Virginia
$134K +$811 +2 +0.7%
TWP
2019
TFO Wealth Partners
Ohio
$132K +$121K +299 New
OAJ
2020
Ogorek Anthony Joseph
New York
$130K +$405 +1 +0.3%
PCG
2021
Private Capital Group
Connecticut
$122K -$405 -1 -0.4%
SCM
2022
Silvant Capital Management
Georgia
$122K – – –
GIA
2023
GHP Investment Advisors
Colorado
$119K +$109K +270 New
GC
2024
Globeflex Capital
California
$112K – – –
DHGWA
2025
Dixon Hughes Goodman Wealth Advisors
North Carolina
$112K +$2.43K +6 +2%
79 80
81
82 83