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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRG
2001
Cornerstone Retirement Group
Nevada
$243K +$232K +500 New
WLIM
2002
White Lighthouse Investment Management
Massachusetts
$243K +$232K +500 New
WCM
2003
WealthBridge Capital Management
Ohio
$241K +$4.65K +10 +2%
LAM
2004
Lifestyle Asset Management
Texas
$241K +$230K +496 New
NC
2005
NBW Capital
Massachusetts
$241K +$230K +496 New
PIA
2006
Panoramic Investment Advisors
Colorado
$241K +$230K +496 New
CVM
2007
Cheviot Value Management
California
$240K +$230K +494 New
JLBC
2008
J.L. Bainbridge & Co
Florida
$239K +$229K +492 New
WP
2009
Westmount Partners
California
$239K +$229K +492 New
HCM
2010
Hilton Capital Management
New York
$239K – – –
WFA
2011
WMG Financial Advisors
Tennessee
$238K -$55.3K -119 -20%
FW
2012
FirstPurpose Wealth
Utah
$238K +$227K +489 New
PWM
2013
Palumbo Wealth Management
New York
$236K +$225K +485 New
MAWCM
2014
Mine & Arao Wealth Creation & Management
California
$236K – – –
GAM
2015
Gemmer Asset Management
California
$235K -$26K -56 -10%
MWM
2016
Mattern Wealth Management
Kansas
$235K +$224K +483 New
OSNBOA
2017
Old Second National Bank of Aurora
Illinois
$234K -$104K -224 -32%
AWAU
2018
Alliance Wealth Advisors (Utah)
Utah
$234K +$224K +482 New
MF
2019
Manchester Financial
California
$234K -$48.3K -104 -18%
RT
2020
Rockland Trust
Massachusetts
$234K -$142K -305 -39%
EA
2021
Echo45 Advisors
California
$233K +$223K +479 New
SW
2022
SkyOak Wealth
Michigan
$233K +$223K +479 New
GSIS
2023
Global Strategic Investment Solutions
Arizona
$233K +$222K +478 New
KFS
2024
Kaizen Financial Strategies
California
$233K +$240K +517 New
HIC
2025
Hartline Investment Corp
Illinois
$233K -$304K -654 -58%
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