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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
2001
Exchange Bank
California
$216K -$35.9K -81 -13%
AFA
2002
AllGen Financial Advisors
Florida
$215K – – –
YIA
2003
YHB Investment Advisors
Connecticut
$215K – – –
OWM
2004
Orgel Wealth Management
Wisconsin
$215K +$233K +526 New
CHC
2005
City Holding Co
West Virginia
$215K -$4.44K -10 -2%
WC
2006
Weil Company
California
$215K +$36.8K +83 +19%
TCWM
2007
Total Clarity Wealth Management
Illinois
$214K -$38.2K -86 -14%
GWA
2008
GGM Wealth Advisors
Maryland
$214K +$1.77K +4 +0.8%
PGF
2009
Plan Group Financial
Oklahoma
$214K +$232K +524 New
SIA
2010
Schear Investment Advisers
Ohio
$214K – – –
DBT
2011
Dubuque Bank & Trust
Iowa
$213K +$33.3K +75 +17%
NC
2012
NBW Capital
Massachusetts
$213K +$232K +522 New
V
2013
ViaWealth
Kansas
$213K +$232K +522 New
CRG
2014
Cornerstone Retirement Group
Nevada
$213K – – –
GAM
2015
Gould Asset Management
California
$213K – – –
GWP
2016
Gateway Wealth Partners
Wisconsin
$213K +$12.9K +29 +6%
EW
2017
Evoke Wealth
California
$213K -$157K -355 -41%
EWM
2018
Evermay Wealth Management
Virginia
$212K +$33.3K +75 +17%
FA
2019
Fountainhead AM
New Jersey
$212K +$14.2K +32 +7%
PA
2020
PSI Advisors
Florida
$212K +$1.33K +3 +0.6%
CVM
2021
Cheviot Value Management
California
$211K – – –
FNC
2022
First National Corp
Massachusetts
$211K +$444 +1 +0.2%
PP
2023
Paloma Partners
Connecticut
$211K +$229K +516 New
PAA
2024
Peregrine Asset Advisers
Oregon
$211K +$229K +516 New
SW
2025
StrongBox Wealth
Missouri
$211K -$5.32K -12 -2%
79 80
81
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