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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
2001
Keeley-Teton Advisors
Illinois
$283K +$886 +2 +0.3%
BWFA
2002
Baltimore-Washington Financial Advisors
Maryland
$283K -$148K -335 -35%
OW
2003
Olistico Wealth
Oklahoma
$283K – – –
TWP
2004
Tempus Wealth Planning
California
$282K +$25.3K +57 +10%
DC
2005
Destiny Capital
Colorado
$282K +$276K +623 New
GAA
2006
Guardian Asset Advisors
Pennsylvania
$282K +$276K +623 New
BHBT
2007
Burke & Herbert Bank & Trust
Virginia
$282K – – –
ST
2008
Spinnaker Trust
Maine
$281K -$46.5K -105 -14%
FI
2009
Finivi Inc
Massachusetts
$280K +$274K +618 New
HFA
2010
High Falls Advisors
New York
$279K +$7.09K +16 +3%
TC
2011
Touchstone Capital
Pennsylvania
$278K – – –
MAG
2012
Mayfair Advisory Group
Alabama
$278K -$443 -1 -0.2%
JCM
2013
Janney Capital Management
Pennsylvania
$277K -$7.97K -18 -3%
BCMO
2014
Buckingham Capital Management (Ohio)
Ohio
$277K +$7.97K +18 +3%
V
2015
VeraBank
Texas
$277K +$9.75K +22 +4%
HC
2016
Hamilton Capital
Ohio
$277K +$15.1K +34 +6%
GIS
2017
Grayhawk Investment Strategies
Alberta, Canada
$277K +$271K +611 New
HT
2018
Headlands Technologies
Illinois
$276K -$233K -526 -46%
BSSFA
2019
Baron Silver Stevens Financial Advisors
Florida
$276K +$44.3K +100 +20%
SWP
2020
Summit Wealth Partners
Florida
$276K -$23.9K -54 -8%
CWM
2021
Cahaba Wealth Management
Georgia
$276K +$886 +2 +0.3%
SC
2022
Sepio Capital
Utah
$276K +$30.1K +68 +13%
BC
2023
Broadwater Capital
Massachusetts
$275K +$269K +607 New
CCM
2024
Carlson Capital Management
Minnesota
$275K -$6.2K -14 -2%
NG
2025
Norden Group
Utah
$274K +$12.8K +29 +5%
79 80
81
82 83