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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2701
Tandem Wealth Advisors
Arizona
$543K -$69.7K -98 -12%
EC
2702
Eaton-Cambridge
Arizona
$541K -$2.13K -3 -0.4%
NLP
2703
Next Level Private
New York
$541K +$172K +241 +53%
LFS
2704
Legacy Financial Strategies
Kansas
$540K +$43.4K +61 +10%
MSWM
2705
McGlone Suttner Wealth Management
Wisconsin
$540K +$38.4K +54 +8%
BONH
2706
Bank of New Hampshire
New Hampshire
$540K -$10.7K -15 -2%
FWM
2707
FMFE Wealth Management
New York
$538K – – –
KCM
2708
Kaye Capital Management
California
$536K +$1.42K +2 +0.3%
NEWAS
2709
N.E.W. Advisory Services
Wisconsin
$531K -$3.56K -5 -0.7%
ARC
2710
Advisor Resource Council
Texas
$530K -$1.3M -1,830 -67%
KIM
2711
Karpus Investment Management
New York
$529K – – –
NIM
2712
Nicollet Investment Management
Minnesota
$529K -$4.98K -7 -1%
LA
2713
Lakeside Advisors
Washington
$527K – – –
AW
2714
Avion Wealth
Texas
$526K -$232K -326 -33%
WLPWM
2715
Walled Lake Planning & Wealth Management
Illinois
$525K – – –
G
2716
GenTrust
Florida
$525K +$206K +290 +75%
FWP
2717
Falcon Wealth Planning
California
$525K +$23.5K +33 +5%
HL
2718
HeadInvest LLC
Maine
$524K -$12.8K -18 -3%
SIAP
2719
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$524K – – –
AIA
2720
Angeles Investment Advisors
California
$523K +$150K +211 +46%
SFG
2721
Sovereign Financial Group
Connecticut
$522K +$42K +59 +10%
FFO
2722
Fortitude Family Office
Arizona
$521K – – –
CWM
2723
Cherrydale Wealth Management
New Jersey
$521K +$66.2K +93 +16%
PJWM
2724
Philip James Wealth Mangement
Georgia
$520K +$712 +1 +0.1%
MWM
2725
MinichMacGregor Wealth Management
New York
$519K +$192K +270 +66%
107 108
109
110 111