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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JAA
2526
Joel Adams & Associates
North Carolina
$990K – – –
PW
2527
Potentia Wealth
California
$989K – – –
HFAS
2528
Hummer Financial Advisory Services
Illinois
$988K – – –
PCM
2529
Pointe Capital Management
Michigan
$988K – – –
RA
2530
Ransom Advisory
Rhode Island
$988K – – –
IPWA
2531
International Private Wealth Advisors
California
$988K -$36.6K -44 -4%
SFS
2532
Security Financial Services
Indiana
$987K +$37.4K +45 +4%
IIA
2533
Integral Investment Advisors
California
$986K +$994K +1,194 New
BFP
2534
Briaud Financial Planning
Texas
$986K – – –
B
2535
Barings
North Carolina
$984K -$398K -478 -29%
AEPWM
2536
Atlantic Edge Private Wealth Management
Florida
$977K -$4.16K -5 -0.4%
OBWG
2537
Onyx Bridge Wealth Group
New York
$977K +$129K +155 +15%
OCG
2538
Opus Capital Group
Ohio
$974K -$1.44M -1,735 -60%
TCM
2539
Triumph Capital Management
Colorado
$972K -$166K -199 -14%
CWAG
2540
Compton Wealth Advisory Group
Virginia
$970K +$138K +166 +16%
WQ
2541
Wealth Quarterback
New Jersey
$969K +$51.6K +62 +6%
PFGIA
2542
Patriot Financial Group Insurance Agency
Massachusetts
$969K +$11.6K +14 +1%
AA
2543
Addison Advisors
Vermont
$964K +$179K +215 +23%
GTAM
2544
Global Trust Asset Management
Florida
$961K -$399K -479 -29%
RWPA
2545
Richard W. Paul & Associates
Michigan
$961K +$832 +1 +0.1%
NIM
2546
Nexus Investment Management
Ontario, Canada
$961K – – –
CKAIS
2547
Christensen King & Associates Investment Services
Washington
$960K – – –
PCS
2548
Private Client Services
Kentucky
$959K -$8.32K -10 -0.9%
TCM
2549
Tributary Capital Management
Nebraska
$958K -$141K -170 -13%
FAG
2550
Fortitude Advisory Group
Washington
$958K -$153K -184 -12%
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102
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