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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Aprio Wealth Management
Georgia
$321K -$181K -399 -38%
PWPS
2002
Pinnacle Wealth Planning Services
Ohio
$320K -$47.2K -104 -14%
RWM
2003
Reston Wealth Management
Virginia
$320K +$46.3K +102 +19%
JCM
2004
Janney Capital Management
Pennsylvania
$318K – – –
CCM
2005
Cohen Capital Management
California
$318K – – –
BWFA
2006
Baltimore-Washington Financial Advisors
Maryland
$318K +$4.08K +9 +1%
TM
2007
TigerOak Management
New Mexico
$316K -$907 -2 -0.3%
AA
2008
Alpha Advisors
Virginia
$316K +$23.1K +51 +9%
SFC
2009
SYM Financial Corp
Indiana
$315K +$20.9K +46 +8%
DCBT
2010
Dakota Community Bank & Trust
North Dakota
$315K +$454 +1 +0.2%
TWA
2011
Talisman Wealth Advisors
New Jersey
$314K +$7.26K +16 +3%
DWS
2012
Dynamic Wealth Strategies
California
$314K +$57.2K +126 +25%
GWM
2013
Gibbs Wealth Management
Georgia
$312K -$20.9K -46 -7%
OL
2014
Optas LLC
Texas
$312K +$7.26K +16 +3%
FNB
2015
Farmers National Bank
Kentucky
$311K -$9.53K -21 -3%
LB
2016
Legacy Bridge
Iowa
$311K +$2.72K +6 +1%
BW
2017
Blalock Williams
Alabama
$310K -$51.3K -113 -15%
DBIA
2018
Dumont & Blake Investment Advisors
New Jersey
$310K -$907 -2 -0.3%
AWC
2019
Adamsbrown Wealth Consultants
Kansas
$308K +$4.08K +9 +1%
RIM
2020
Rockbridge Investment Management
New York
$308K -$11.8K -26 -4%
CWM
2021
Connecticut Wealth Management
Connecticut
$308K +$20.9K +46 +8%
BHBT
2022
Burke & Herbert Bank & Trust
Virginia
$308K – – –
VFIC
2023
Valley Forge Investment Consultants
Pennsylvania
$307K +$1.36K +3 +0.5%
HIW
2024
Holos Integrated Wealth
Pennsylvania
$307K – – –
CA
2025
Continuum Advisory
Idaho
$307K -$112K -246 -29%
79 80
81
82 83