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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2001
Delta Asset Management
Tennessee
$277K -$48.6K -111 -15%
MPCG
2002
Matrix Private Capital Group
New York
$277K -$17.5K -40 -6%
V
2003
VeraBank
Texas
$277K -$1.31K -3 -0.5%
CPC
2004
Consolidated Planning Corp
Georgia
$276K -$19.7K -45 -7%
BC
2005
Broadwater Capital
Massachusetts
$276K – – –
SCP
2006
Sivia Capital Partners
California
$275K +$7.45K +17 +3%
CWC
2007
Carolinas Wealth Consulting
North Carolina
$275K -$11.4M -25,975 -98%
CWM
2008
Cahaba Wealth Management
Georgia
$274K -$2.19K -5 -0.8%
BWFA
2009
Baltimore-Washington Financial Advisors
Maryland
$274K -$9.2K -21 -3%
VFIC
2010
Valley Forge Investment Consultants
Pennsylvania
$274K +$877 +2 +0.3%
KFS
2011
Kaizen Financial Strategies
California
$273K -$46.5K -106 -15%
HWM
2012
Howard Wealth Management
Connecticut
$273K -$17.1K -39 -6%
SFS
2013
Summit Financial Strategies
Ohio
$272K -$35.9K -82 -12%
RFG
2014
RFP Financial Group
Georgia
$272K -$2.63K -6 -1%
WIC
2015
Wilkins Investment Counsel
Massachusetts
$272K +$262K +597 New
WWS
2016
Wellington Wealth Strategies
Indiana
$271K +$261K +595 New
BCMO
2017
Buckingham Capital Management (Ohio)
Ohio
$270K -$7.89K -18 -3%
SIA
2018
Schear Investment Advisers
Ohio
$269K +$20.2K +46 +8%
HCM
2019
Howard Capital Management
Georgia
$268K +$32K +73 +14%
BSSFA
2020
Baron Silver Stevens Financial Advisors
Florida
$267K -$9.64K -22 -4%
PIA
2021
Panoramic Investment Advisors
Colorado
$267K -$3.94K -9 -2%
SXL
2022
Summit X LLC
Missouri
$265K +$8.33K +19 +3%
FOA
2023
Five Oceans Advisors
California
$265K – – –
ML
2024
McAdam LLC
Pennsylvania
$265K +$11.8K +27 +5%
SIAG
2025
Safeguard Investment Advisory Group
California
$264K -$438 -1 -0.2%
79 80
81
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