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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2026
Montz Harcus Wealth Management
Louisiana
$274K -$1.33K -3 -0.5%
TNBTD
2027
Trustmark National Bank Trust Department
Mississippi
$274K -$5.32K -12 -2%
RFG
2028
RFP Financial Group
Georgia
$274K +$10.2K +23 +4%
SFG
2029
SNS Financial Group
Minnesota
$273K +$13.3K +30 +5%
DCBT
2030
Dakota Community Bank & Trust
North Dakota
$272K +$17.7K +40 +7%
SIM
2031
Studio Investment Management
Illinois
$272K -$53.6K -121 -17%
VFIC
2032
Valley Forge Investment Consultants
Pennsylvania
$272K – – –
RPA
2033
Rock Point Advisors
Vermont
$272K +$22.2K +50 +9%
MFS
2034
Madrona Financial Services
Washington
$271K – – –
PIA
2035
Panoramic Investment Advisors
Colorado
$270K +$22.2K +50 +9%
HCM
2036
Hilton Capital Management
New York
$269K -$14.2K -32 -5%
HWM
2037
Hemington Wealth Management
Virginia
$269K +$263K +593 New
FL
2038
Fort LP
Maryland
$267K -$7.53K -17 -3%
CWM
2039
Campbell Wealth Management
Virginia
$267K +$36.3K +82 +16%
SCP
2040
Sivia Capital Partners
California
$267K +$261K +588 New
BAM
2041
Byrne Asset Management
New Jersey
$266K -$261K -588 Closed
DWM
2042
Dogwood Wealth Management
Kansas
$265K +$259K +585 New
OL
2043
OneFund LLC
Florida
$264K +$258K +583 New
MBT
2044
Montecito Bank & Trust
California
$264K -$57.6K -130 -18%
FOA
2045
Five Oceans Advisors
California
$264K – – –
GGS
2046
Galvin Gaustad & Stein
Arizona
$264K – – –
JHP
2047
James Hambro & Partners
United Kingdom
$263K -$88.6K -200 -26%
AWP
2048
Abacus Wealth Partners
California
$263K – – –
SIAG
2049
Safeguard Investment Advisory Group
California
$263K +$14.6K +33 +6%
LA
2050
Legacy Advisors
Pennsylvania
$262K +$257K +579 New
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