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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
2001
Baltimore-Washington Financial Advisors
Maryland
$283K -$148K -335 -35%
OW
2002
Olistico Wealth
Oklahoma
$283K – – –
TWP
2003
Tempus Wealth Planning
California
$282K +$25.3K +57 +10%
DC
2004
Destiny Capital
Colorado
$282K +$276K +623 New
GAA
2005
Guardian Asset Advisors
Pennsylvania
$282K +$276K +623 New
BHBT
2006
Burke & Herbert Bank & Trust
Virginia
$282K – – –
ST
2007
Spinnaker Trust
Maine
$281K -$46.5K -105 -14%
FI
2008
Finivi Inc
Massachusetts
$280K +$274K +618 New
HFA
2009
High Falls Advisors
New York
$279K +$7.09K +16 +3%
TC
2010
Touchstone Capital
Pennsylvania
$278K – – –
MAG
2011
Mayfair Advisory Group
Alabama
$278K -$443 -1 -0.2%
JCM
2012
Janney Capital Management
Pennsylvania
$277K -$7.97K -18 -3%
BCMO
2013
Buckingham Capital Management (Ohio)
Ohio
$277K +$7.97K +18 +3%
V
2014
VeraBank
Texas
$277K +$9.75K +22 +4%
HC
2015
Hamilton Capital
Ohio
$277K +$15.1K +34 +6%
GIS
2016
Grayhawk Investment Strategies
Alberta, Canada
$277K +$271K +611 New
HT
2017
Headlands Technologies
Illinois
$276K -$233K -526 -46%
BSSFA
2018
Baron Silver Stevens Financial Advisors
Florida
$276K +$44.3K +100 +20%
SWP
2019
Summit Wealth Partners
Florida
$276K -$23.9K -54 -8%
CWM
2020
Cahaba Wealth Management
Georgia
$276K +$886 +2 +0.3%
SC
2021
Sepio Capital
Utah
$276K +$30.1K +68 +13%
BC
2022
Broadwater Capital
Massachusetts
$275K +$269K +607 New
CCM
2023
Carlson Capital Management
Minnesota
$275K -$6.2K -14 -2%
NG
2024
Norden Group
Utah
$274K +$12.8K +29 +5%
DFG
2025
Delta Financial Group
New Jersey
$274K +$6.2K +14 +2%
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