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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2001
Crestmont Private Wealth
Texas
$340K +$22K +46 +7%
CFA
2002
Capstone Financial Advisors
Illinois
$340K +$957 +2 +0.3%
SWP
2003
Summit Wealth Partners
Florida
$340K -$3.83K -8 -1%
TA
2004
TrueWealth Advisors
Alabama
$340K -$1.91K -4 -0.6%
HFA
2005
High Falls Advisors
New York
$340K -$87.6K -183 -21%
PS
2006
Portfolio Strategies
New York
$339K -$479 -1 -0.1%
PAM
2007
Paradigm Asset Management
New York
$339K -$47.9K -100 -13%
PBK
2008
Peoples Bank (Kansas)
Kansas
$339K -$38.3K -80 -10%
WAM
2009
Wolverine Asset Management
Illinois
$339K +$335K +700 New
BWM
2010
Birchcreek Wealth Management
Ohio
$336K -$78K -163 -19%
SRIM
2011
Saratoga Research & Investment Management
California
$336K – – –
DWM
2012
DecisionMap Wealth Management
Virginia
$335K -$101K -212 -23%
EFG
2013
Ethos Financial Group
Pennsylvania
$335K -$7.18K -15 -2%
GAG
2014
GM Advisory Group
New York
$334K +$330K +690 New
YDMI
2015
Y.D. More Investments
Israel
$333K – – –
4WM
2016
49 Wealth Management
Texas
$331K +$4.79K +10 +1%
RWI
2017
Red Wave Investments
Pennsylvania
$331K – – –
FM
2018
Family Management
New York
$330K -$59.8K -125 -15%
FB
2019
First Bancorp
Maine
$330K – – –
GWM
2020
Greenwich Wealth Management
Connecticut
$330K +$77K +161 +31%
CH
2021
CDKV Holdings
Colorado
$330K +$326K +682 New
PWSG
2022
Pacific Wealth Strategies Group
California
$329K -$1.09M -2,274 -77%
MWA
2023
Midland Wealth Advisors
Illinois
$329K -$23.9K -50 -7%
RFP
2024
Root Financial Partners
California
$329K +$11K +23 +4%
DA
2025
Dover Advisors
Virginia
$328K -$44K -92 -12%
79 80
81
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