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Lockheed Martin
LMT

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