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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
2951
Caliber Wealth Management (Kansas)
Kansas
$584K +$588K +707 New
CWA
2952
CJM Wealth Advisers
Virginia
$584K – – –
NLP
2953
Next Level Private
New York
$584K +$832 +1 +0.1%
RPGNY
2954
Retirement Planning Group (New York)
New York
$583K +$1.66K +2 +0.3%
PWA
2955
Peterson Wealth Advisors
Utah
$582K +$832 +1 +0.1%
AWA
2956
Acorn Wealth Advisors
Michigan
$580K +$9.15K +11 +2%
HFS
2957
Howard Financial Services
Texas
$579K +$57.4K +69 +11%
THCM
2958
Taylor Hoffman Capital Management
Virginia
$579K -$8.32K -10 -1%
BI
2959
Bolthouse Investments
California
$578K – – –
HRC
2960
Hoertkorn Richard Charles
$578K – – –
LJHT
2961
Laurie J. Hall Trustee
$578K – – –
BM
2962
Brandywine Managers
Delaware
$576K – – –
QPW
2963
Quantum Private Wealth
Florida
$575K -$166K -200 -22%
KCM
2964
Kaye Capital Management
California
$575K +$832 +1 +0.1%
SCA
2965
Scott Capital Advisors
Oregon
$574K +$9.98K +12 +2%
OWA
2966
Octavia Wealth Advisors
Ohio
$573K -$34.1K -41 -6%
VPWA
2967
Vestia Personal Wealth Advisors
Indiana
$573K -$69.9K -84 -11%
GWM
2968
Gitterman Wealth Management
New Jersey
$572K +$119K +143 +26%
EC
2969
Eaton-Cambridge
Arizona
$572K – – –
ATC
2970
Advantage Trust Company
Kansas
$570K – – –
CI
2971
Corient IA
Florida
$570K +$574K +690 New
FFG
2972
Fiduciary Financial Group
California
$568K +$832 +1 +0.1%
HA
2973
Helium Advisors
Washington
$568K – – –
LCM
2974
Lazari Capital Management
California
$567K -$393K -472 -41%
MLFP
2975
MPS Loria Financial Planners
Illinois
$566K -$4.16K -5 -0.7%
117 118
119
120 121