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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2601
Consolidated Planning Corp
Georgia
$903K -$79K -95 -8%
ABWM
2602
Alpine Bank Wealth Management
Colorado
$903K +$909K +1,093 New
LI
2603
LVZ Inc
Michigan
$902K +$67.4K +81 +8%
BFG
2604
Bouchey Financial Group
New York
$901K -$13.3K -16 -1%
GAM
2605
Gemmer Asset Management
California
$901K – – –
HWA
2606
Heritage Wealth Advisors
Virginia
$900K -$31.6K -38 -3%
NP
2607
Ninepoint Partners
Ontario, Canada
$899K -$74.9K -90 -8%
AWM
2608
Ariadne Wealth Management
California
$899K +$16.6K +20 +2%
MEG
2609
Millstone Evans Group
Colorado
$899K – – –
CWA
2610
Clarus Wealth Advisors
Arizona
$898K +$6.66K +8 +0.7%
RDFA
2611
Ritter Daniher Financial Advisory
Ohio
$898K -$20.8K -25 -2%
TF
2612
Tudor Financial
Ohio
$898K +$832 +1 +0.1%
AI
2613
Arvest Investments
Arkansas
$896K +$150K +180 +20%
CFO
2614
Collective Family Office
Pennsylvania
$895K -$237K -285 -21%
AWA
2615
AGH Wealth Advisors
Kansas
$894K +$29.1K +35 +3%
MCB
2616
Morton Community Bank
Illinois
$892K – – –
MA
2617
Modus Advisors
Minnesota
$891K +$232K +279 +35%
NWA
2618
New World Advisors
Massachusetts
$890K +$290K +349 +48%
ES
2619
Eagle Strategies
New York
$889K +$3.33K +4 +0.4%
FPCP
2620
Fort Point Capital Partners
California
$887K -$36.6K -44 -4%
NWA
2621
Navis Wealth Advisors
New York
$886K – – –
KCFA
2622
Key Client Fiduciary Advisors
New Jersey
$886K +$12.5K +15 +1%
EHWM
2623
Eads & Heald Wealth Management
Georgia
$885K -$31.6K -38 -3%
REMPR
2624
Roof Eidam Maycock Peralta (REMP)
California
$884K -$166K -200 -16%
MP
2625
McDonald Partners
Ohio
$884K -$8.32K -10 -0.9%
103 104
105
106 107