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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
2101
Optas LLC
Texas
$282K +$468 +1 +0.2%
CA
2102
Capital Advantage
California
$280K -$26.7K -57 -9%
BEAM
2103
Baker Ellis Asset Management
Washington
$280K – – –
GWS
2104
Greykasell Wealth Strategies
California
$280K – – –
CSPIA
2105
Cary Street Partners Investment Advisory
Virginia
$279K +$38.4K +82 +16%
WE
2106
Wealth Effects
Massachusetts
$279K +$468 +1 +0.2%
SXL
2107
Summit X LLC
Missouri
$279K +$10.8K +23 +4%
NWM
2108
Northwest Wealth Management
Iowa
$278K +$68.3K +146 +32%
AWA
2109
Amplius Wealth Advisors
Pennsylvania
$278K -$5.15K -11 -2%
CC
2110
Constitution Capital
Connecticut
$278K – – –
NAMP
2111
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K – – –
NWM
2112
Nova Wealth Management
Florida
$278K +$2.81K +6 +1%
JWA
2113
JFS Wealth Advisors
Pennsylvania
$277K +$125K +268 +81%
DAM
2114
Delta Asset Management
Tennessee
$277K – – –
KC
2115
Knuff & Co
California
$277K +$280K +598 New
AFO
2116
Arrowroot Family Office
California
$277K +$280K +598 New
FWM
2117
FSA Wealth Management
Massachusetts
$277K -$4.21K -9 -1%
QFA
2118
Quantum Financial Advisors
California
$276K – – –
HPM
2119
Hudson Portfolio Management
New York
$276K – – –
FOA
2120
Five Oceans Advisors
California
$276K +$2.81K +6 +1%
CCIA
2121
Cherry Creek Investment Advisors
Colorado
$275K -$46.8K -100 -14%
MCA
2122
MSH Capital Advisors
Arizona
$275K +$26.2K +56 +10%
VBFP
2123
Valtinson Bruner Financial Planning
Minnesota
$274K +$15.4K +33 +6%
AL
2124
ACAS LLC
California
$274K +$10.3K +22 +4%
TR
2125
Tepp RIA
New Jersey
$274K +$17.8K +38 +7%
83 84
85
86 87