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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2551
Synergy Investment Management
Florida
$944K – – –
MWM
2552
Meadowbrook Wealth Management
New York
$942K +$918K +1,234 New
WMS
2553
Wealth Management Strategies
Pennsylvania
$941K +$2.23K +3 +0.2%
OQS
2554
Occudo Quantitative Strategies
Florida
$940K +$917K +1,232 New
SFS
2555
Security Financial Services
Indiana
$938K +$14.9K +20 +2%
HFAS
2556
Hummer Financial Advisory Services
Illinois
$938K +$22.3K +30 +3%
TIA
2557
Traphagen Investment Advisors
New Jersey
$938K -$10.4K -14 -1%
CPC
2558
CFC Planning Company
Indiana
$938K +$14.9K +20 +2%
FC
2559
Financial Consulate
Maryland
$938K +$915K +1,229 New
TWM
2560
Thrive Wealth Management
Pennsylvania
$936K -$49.9K -67 -5%
MCB
2561
Morton Community Bank
Illinois
$932K +$7.44K +10 +0.9%
ACM
2562
Altrius Capital Management
North Carolina
$932K – – –
RIS
2563
Richmond Investment Services
Wisconsin
$931K -$3.72K -5 -0.4%
GWP
2564
Gateway Wealth Partners
Wisconsin
$930K -$20.8K -28 -2%
SFC
2565
Swisher Financial Concepts
Ohio
$930K -$19.3K -26 -2%
WMP
2566
Wealth Management Partners
Arizona
$930K +$23.8K +32 +3%
LCM
2567
Lattice Capital Management
Washington
$929K – – –
ACM
2568
Aljian Capital Management
Nevada
$929K -$744 -1 -0.1%
LIM
2569
Lathrop Investment Management
Arkansas
$929K -$7.44K -10 -0.8%
PCM
2570
Pointe Capital Management
Michigan
$927K – – –
RCP
2571
Rothschild Capital Partners
New York
$926K – – –
EB
2572
Exchange Bank
California
$926K +$30.5K +41 +3%
JC
2573
JB Capital
Connecticut
$926K +$87.8K +118 +11%
AEPWM
2574
Atlantic Edge Private Wealth Management
Florida
$923K +$23.8K +32 +3%
MCC
2575
Malaga Cove Capital
California
$923K +$631K +848 +234%
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