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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
NDBT
2026
North Dallas Bank & Trust
Texas
$320K +$324K +692 New
AGWCA
2027
Annis Gardner Whiting Capital Advisors
Florida
$320K +$18.3K +39 +6%
FAG
2028
Fortitude Advisory Group
Washington
$319K -$3.28K -7 -1%
CASB
2029
Cape Ann Savings Bank
Massachusetts
$318K – – –
AWM
2030
Absher Wealth Management
North Carolina
$316K +$21.1K +45 +7%
RWI
2031
Red Wave Investments
Pennsylvania
$316K +$936 +2 +0.3%
MWM
2032
Manske Wealth Management
Texas
$316K +$1.87K +4 +0.6%
CWP
2033
Core Wealth Partners
California
$314K +$66K +141 +26%
HWA
2034
HHM Wealth Advisors
Tennessee
$314K – – –
AWAU
2035
Alliance Wealth Advisors (Utah)
Utah
$314K +$35.6K +76 +13%
AIA
2036
AssuredPartners Investment Advisors
Florida
$313K -$37K -79 -10%
EWA
2037
Exencial Wealth Advisors
Oklahoma
$313K +$25.7K +55 +9%
TC
2038
TwinBeech Capital
New York
$313K -$9.43M -20,148 -97%
MWM
2039
McMill Wealth Management
Nebraska
$312K +$468 +1 +0.1%
4WM
2040
49 Wealth Management
Texas
$311K +$4.68K +10 +2%
CST
2041
Charles Schwab Trust
Nevada
$311K +$2.81K +6 +0.9%
GWM
2042
Gibbs Wealth Management
Georgia
$311K +$35.6K +76 +13%
YIA
2043
YHB Investment Advisors
Connecticut
$310K -$17.3K -37 -5%
GCM
2044
Goldstream Capital Management
Hong Kong
$310K – – –
SFP
2045
Sandbox Financial Partners
Maryland
$310K -$53.8K -115 -15%
KPWG
2046
KFA Private Wealth Group
Virginia
$309K -$6.08K -13 -2%
TWM
2047
Topsail Wealth Management
North Carolina
$309K -$44.9K -96 -13%
SIM
2048
Sentry Investment Management
Wisconsin
$308K – – –
RCM
2049
Raleigh Capital Management
North Carolina
$307K -$9.36K -20 -3%
CGH
2050
CMG Global Holdings
Texas
$307K -$13.1K -28 -4%
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