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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OGC
2001
Oak Grove Capital
New Hampshire
$456K -$62.2K -101 -12%
JBW
2002
Journey Beyond Wealth
Georgia
$456K -$92.4K -150 -17%
LAM
2003
Lummis Asset Management
Texas
$455K – – –
FHC
2004
First Heartland Consultants
Missouri
$454K -$67.1K -109 -13%
GPW
2005
Gentry Private Wealth
Kansas
$454K -$54.2K -88 -10%
SFB
2006
STAR Financial Bank
Indiana
$453K -$29K -47 -6%
FAG
2007
Fortitude Advisory Group
Washington
$453K -$14.8K -24 -3%
FPW
2008
Fairvoy Private Wealth
Alabama
$453K – – –
AWM
2009
Aries Wealth Management
Maine
$452K – – –
LHWM
2010
Lake Hills Wealth Management
Texas
$451K +$460K +746 New
PCTC
2011
Perkins Coie Trust Company
Washington
$451K – – –
RFA
2012
Resurgent Financial Advisors
Georgia
$451K -$22.8K -37 -5%
CT
2013
Clearstead Trust
Maine
$451K – – –
CWM
2014
Circle Wealth Management
New Jersey
$450K +$459K +745 New
RIA
2015
Realta Investment Advisors
Delaware
$450K -$1.85K -3 -0.4%
NDBT
2016
North Dallas Bank & Trust
Texas
$450K -$12.3K -20 -3%
DWM
2017
Ducere Wealth Management
California
$449K +$9.86K +16 +2%
LOPW
2018
Live Oak Private Wealth
North Carolina
$449K +$458K +743 New
EFM
2019
E Fund Management
China
$448K +$457K +742 New
REMPR
2020
Roof Eidam Maycock Peralta (REMP)
California
$448K – – –
TW
2021
ticino wealth
California
$448K -$3.08K -5 -0.7%
GAG
2022
GM Advisory Group
New York
$448K +$31.4K +51 +7%
PR
2023
Payden & Rygel
California
$447K – – –
BP
2024
BBR Partners
New York
$446K – – –
CASB
2025
Cape Ann Savings Bank
Massachusetts
$445K – – –
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