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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2901
Rooted Wealth Advisors
Illinois
$558K +$95.3K +106 +21%
EA
2902
Ergawealth Advisors
Illinois
$557K -$1.8K -2 -0.3%
NJBEST
2903
New Jersey Better Educational Savings Trust
New Jersey
$557K – – –
PW
2904
Peninsula Wealth
California
$556K +$18.9K +21 +4%
AAM
2905
Auxier Asset Management
Oregon
$555K -$37.8K -42 -6%
SWM
2906
SilverOak Wealth Management
Minnesota
$555K +$209K +233 +59%
CAS
2907
CTC Alternative Strategies
Illinois
$555K +$563K +626 New
CS
2908
Crescent Sterling
Louisiana
$554K – – –
GAM
2909
Gould Asset Management
California
$553K -$35.1K -39 -6%
KL
2910
KilterHowling LLC
Colorado
$551K – – –
SWP
2911
Significant Wealth Partners
Illinois
$550K +$55.7K +62 +11%
GCM
2912
Gibraltar Capital Management
Oklahoma
$550K +$558K +621 New
SFG
2913
SNS Financial Group
Minnesota
$549K -$4.5K -5 -0.8%
TCOTS
2914
Trust Company of the South
North Carolina
$549K – – –
SOAG
2915
Silver Oak Advisory Group
Oregon
$549K -$24.3K -27 -4%
CBTWT
2916
Community Bank & Trust (Waco, Texas)
Texas
$549K -$18K -20 -3%
WH
2917
Willner & Heller
California
$548K +$8.99K +10 +2%
NFG
2918
Northeast Financial Group
Pennsylvania
$548K +$3.6K +4 +0.7%
HCMG
2919
Howard Capital Management Group
California
$548K -$34.2K -38 -6%
THL
2920
Tillman Hartley LLC
Colorado
$548K – – –
AWP
2921
Abacus Wealth Partners
California
$545K +$58.4K +65 +12%
RGC
2922
Roberts, Glore & Co
Illinois
$543K -$1.8K -2 -0.3%
MCM
2923
McDonough Capital Management
Florida
$541K – – –
FPTW
2924
Franklin, Parlapiano, Turner & Welch
Texas
$540K +$14.4K +16 +3%
MAG
2925
M3 Advisory Group
Massachusetts
$540K -$82.7K -92 -13%
115 116
117
118 119