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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2001
Paragon Private Wealth Management
Kentucky
$230K +$12.7K +27 +6%
VBWMG
2002
Von Berge Wealth Management Group
California
$230K – – –
MAWCM
2003
Mine & Arao Wealth Creation & Management
California
$229K – – –
GF
2004
Gries Financial
Ohio
$229K -$53K -113 -19%
AWM
2005
Aries Wealth Management
Maine
$229K -$14.1K -30 -6%
GAM
2006
Gemmer Asset Management
California
$228K – – –
MWM
2007
Mattern Wealth Management
Kansas
$228K – – –
GSIS
2008
Global Strategic Investment Solutions
Arizona
$228K +$1.88K +4 +0.8%
KOC
2009
Koss-Olinger Consulting
Florida
$228K -$13.6K -29 -6%
OSNBOA
2010
Old Second National Bank of Aurora
Illinois
$228K – – –
MF
2011
Manchester Financial
California
$227K – – –
AWAU
2012
Alliance Wealth Advisors (Utah)
Utah
$227K -$938 -2 -0.4%
SFG
2013
Sunburst Financial Group
Alabama
$226K -$21.6K -46 -9%
FB
2014
First Bancorp
Maine
$226K – – –
SCM
2015
Stonehearth Capital Management
Massachusetts
$226K – – –
MMHP
2016
Murphy Middleton Hinkle & Parker
Georgia
$225K – – –
QPBE
2017
Quintet Private Bank (Europe)
Luxembourg
$225K +$223K +476 New
SWM
2018
Seed Wealth Management
Illinois
$225K – – –
WPA
2019
Winning Points Advisors
Florida
$225K – – –
AIM
2020
Alhambra Investment Management
Florida
$225K +$10.3K +22 +5%
WA
2021
Wealth Architects
California
$225K -$1.41K -3 -0.6%
WCM
2022
WealthBridge Capital Management
Ohio
$223K -$11.3K -24 -5%
SMF
2023
Sterling Manor Financial
New York
$223K – – –
AC
2024
Avestar Capital
New York
$222K -$56.7K -121 -20%
EW
2025
Evoke Wealth
California
$222K -$63.3K -135 -22%
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