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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
2026
Valley Forge Investment Consultants
Pennsylvania
$355K +$537 +1 +0.2%
OFS
2027
OneAscent Financial Services
Alabama
$354K +$325K +605 New
BEAM
2028
Baker Ellis Asset Management
Washington
$354K +$53.7K +100 +20%
SCP
2029
Sivia Capital Partners
California
$353K – – –
GGS
2030
Galvin Gaustad & Stein
Arizona
$352K +$537 +1 +0.2%
CPW
2031
Crestmont Private Wealth
Texas
$351K +$4.83K +9 +2%
LCM
2032
Laurion Capital Management
New York
$351K -$352K -656 -52%
NAMP
2033
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$351K – – –
HWA
2034
HHM Wealth Advisors
Tennessee
$350K +$12.3K +23 +4%
WIC
2035
Wilkins Investment Counsel
Massachusetts
$349K – – –
RBC
2036
Romano Brothers & Co
Illinois
$348K +$19.9K +37 +7%
BCMO
2037
Buckingham Capital Management (Ohio)
Ohio
$347K – – –
TFA
2038
Tranquilli Financial Advisor
New Jersey
$346K -$1.61K -3 -0.5%
RPA
2039
Rock Point Advisors
Vermont
$345K -$18.8K -35 -6%
CCG
2040
Coastwise Capital Group
California
$344K +$316K +589 New
BSSFA
2041
Baron Silver Stevens Financial Advisors
Florida
$343K – – –
PIA
2042
Panoramic Investment Advisors
Colorado
$343K +$315K +587 New
AWC
2043
Adamsbrown Wealth Consultants
Kansas
$343K +$3.22K +6 +1%
LF
2044
Lee Financial
Texas
$341K +$314K +584 New
CPC
2045
Consolidated Planning Corp
Georgia
$340K -$14K -26 -4%
FOA
2046
Five Oceans Advisors
California
$340K – – –
KIG
2047
Kennedy Investment Group
New Jersey
$339K -$136K -253 -30%
LWM
2048
LongView Wealth Management
Georgia
$339K -$3.22K -6 -1%
FWM
2049
FSA Wealth Management
Massachusetts
$338K +$310K +578 New
CFA
2050
Capstone Financial Advisors
Illinois
$338K +$310K +577 New
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