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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
2001
Investor's Fiduciary Advisor Network
Washington
$353K +$396K +727 New
MCM
2002
Mainstay Capital Management
Michigan
$353K – – –
NAS
2003
NWF Advisory Services
California
$352K -$86.1K -158 -18%
FAG
2004
Fortitude Advisory Group
Washington
$352K -$75.2K -138 -16%
SIM
2005
Sentry Investment Management
Wisconsin
$351K -$168K -309 -30%
FCG
2006
Fielder Capital Group
Tennessee
$350K -$545 -1 -0.1%
KFA
2007
Krane Funds Advisors
New York
$349K +$163K +299 +71%
NRD
2008
Nebula Research & Development
New York
$349K +$392K +719 New
CH
2009
Cromwell Holdings
Wyoming
$348K – – –
CWP
2010
Capital Wealth Planning
Florida
$348K +$193K +354 +98%
EWA
2011
Exencial Wealth Advisors
Oklahoma
$347K +$11.4K +21 +3%
BFF
2012
Byrne Financial Freedom
Massachusetts
$346K +$388K +712 New
ASC
2013
Atalanta Sosnoff Capital
New York
$346K +$34.9K +64 +10%
NCM
2014
Northside Capital Management
Oregon
$345K – – –
MC
2015
Mathes Company
New York
$345K – – –
HC
2016
Hamilton Capital
Ohio
$345K +$69.2K +127 +22%
SC
2017
Sepio Capital
Utah
$345K +$130K +238 +51%
LWM
2018
Lakeridge Wealth Management
Ohio
$344K +$2.18K +4 +0.6%
SRSA
2019
S.R. Schill & Associates
Washington
$344K – – –
AA
2020
Acorns Advisers
California
$343K +$99.2K +182 +35%
SI
2021
Saxon Interests
Texas
$343K -$545 -1 -0.1%
JSC
2022
J. Stern & Co
United Kingdom
$343K – – –
MWM
2023
Manske Wealth Management
Texas
$342K +$384K +705 New
PJWM
2024
Philip James Wealth Mangement
Georgia
$342K -$7.63K -14 -2%
IC
2025
Iconiq Capital
California
$342K +$142K +260 +59%
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