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Lockheed Martin
LMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2226
Silverlake Wealth Management
Vermont
$266K +$45.4K +84 +19%
OCPWS
2227
One Charles Private Wealth Services
Massachusetts
$266K – – –
SP
2228
Symmetry Partners
Connecticut
$266K -$84.9K -157 -23%
SCS
2229
Sound Capital Solutions
Florida
$265K +$282K +521 New
HP
2230
Holistic Planning
Texas
$265K +$34.6K +64 +14%
ZWA
2231
Zinnia Wealth Advisory
Florida
$265K +$84.3K +156 +43%
LA
2232
Latitude Advisors
Florida
$265K – – –
CIG
2233
Cascade Investment Group
Colorado
$265K – – –
PWP
2234
Phillips Wealth Planners
Mississippi
$264K +$267K +493 New
CWM
2235
Connecticut Wealth Management
Connecticut
$263K -$1.08K -2 -0.4%
CW
2236
Code Waechter
Florida
$262K – – –
PWA
2237
Pitcairn Wealth Advisors
Pennsylvania
$260K +$276K +511 New
EWM
2238
Evermay Wealth Management
Virginia
$260K -$311K -575 -53%
MFS
2239
Miller Financial Services
Michigan
$260K – – –
AWAU
2240
Alliance Wealth Advisors (Utah)
Utah
$259K -$37.3K -69 -12%
CHC
2241
City Holding Co
West Virginia
$259K – – –
JF
2242
Joule Financial
Kentucky
$259K +$541 +1 +0.2%
CIM
2243
Catalyst Investment Management
New Hampshire
$259K +$2.16K +4 +0.8%
NDSI
2244
Newman Dignan & Sheerar Inc
Rhode Island
$259K – – –
HKAM
2245
Horizon Kinetics Asset Management
New York
$258K – – –
GWM
2246
Greenwich Wealth Management
Connecticut
$258K -$87K -161 -24%
LC
2247
Luminist Capital
Michigan
$258K – – –
AIP
2248
Avail Investment Partners
Pennsylvania
$258K +$66K +122 +32%
BF
2249
bLong Financial
Tennessee
$257K – – –
SAM
2250
Sagewood Asset Management
New York
$257K +$80K +148 +41%
88 89
90
91 92