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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
KRW
2001
Kaufman Rossin Wealth
Florida
$334K +$1.87K +4 +0.6%
BFWA
2002
Benchmark Financial Wealth Advisors
Florida
$333K +$28.6K +61 +9%
CH
2003
Cromwell Holdings
Wyoming
$332K – – –
PS
2004
Portfolio Strategies
New York
$331K – – –
JSC
2005
J. Stern & Co
United Kingdom
$331K – – –
BFF
2006
Byrne Financial Freedom
Massachusetts
$330K – – –
EFG
2007
Ethos Financial Group
Pennsylvania
$330K -$55.2K -118 -14%
DWP
2008
Destiny Wealth Partners
Florida
$329K +$333K +711 New
NCM
2009
Northside Capital Management
Oregon
$329K – – –
FIM
2010
Freedom Investment Management
Connecticut
$329K -$20.6K -44 -6%
CFA
2011
Capstone Financial Advisors
Illinois
$328K +$79.1K +169 +31%
SWP
2012
Summit Wealth Partners
Florida
$328K +$1.87K +4 +0.6%
WFAG
2013
Worth Financial Advisory Group
North Carolina
$328K +$87.5K +187 +36%
TBNY
2014
Trustco Bank (New York)
New York
$327K – – –
SRSA
2015
S.R. Schill & Associates
Washington
$327K -$9.36K -20 -3%
NPF
2016
Norris Perne & French
Michigan
$327K +$936 +2 +0.3%
TA
2017
TrueWealth Advisors
Alabama
$327K -$27.1K -58 -8%
DCM
2018
Dimension Capital Management
Florida
$327K -$936 -2 -0.3%
QI
2019
Qtron Investments
Massachusetts
$327K – – –
LAM
2020
L2 Asset Management
Massachusetts
$327K +$4.21K +9 +1%
RFN
2021
RDA Financial Network
Iowa
$326K -$4.21K -9 -1%
EM
2022
ELCO Management
New York
$324K +$328K +700 New
WDL
2023
Well Done LLC
Michigan
$323K -$14K -30 -4%
DWG
2024
Darden Wealth Group
Michigan
$323K – – –
WA
2025
WealthTrust Axiom
Pennsylvania
$323K – – –
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