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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2951
Total Clarity Wealth Management
Illinois
$868K +$56.8K +56 +6%
PPW
2952
Pasadena Private Wealth
California
$866K -$1.82M -1,791 -66%
ZIG
2953
Zuckerman Investment Group
Illinois
$866K – – –
CPCM
2954
Cardinal Point Capital Management
Ontario, Canada
$865K +$289K +285 +43%
RIG
2955
Renaissance Investment Group
Massachusetts
$865K -$101K -100 -10%
GF
2956
GTS Financial
Minnesota
$863K +$1.06M +1,045 New
SWM
2957
Steinberganna Wealth Management
New York
$862K +$5.07K +5 +0.5%
SFG
2958
Sovereign Financial Group
Connecticut
$862K +$139K +137 +17%
ISWM
2959
Independent Solutions Wealth Management
New York
$862K +$93.3K +92 +11%
EGWAG
2960
Elwood & Goetz Wealth Advisory Group
Georgia
$861K +$506K +499 +114%
CFA
2961
Churchill Financial Advisors
Kentucky
$859K +$209K +206 +28%
KCP
2962
Kera Capital Partners
California
$858K +$174K +172 +23%
SMBT
2963
Southern Michigan Bank & Trust
Michigan
$857K +$945K +932 New
TW
2964
Tempo Wealth
Ohio
$857K +$53.7K +53 +6%
SSC
2965
Syverson Strege & Co
Iowa
$856K -$20.3K -20 -2%
MWA
2966
Motive Wealth Advisors
Michigan
$855K -$8.11K -8 -0.9%
AWA
2967
Aletheian Wealth Advisors
Washington
$855K +$943K +930 New
AFM
2968
Armstrong Fleming & Moore
District of Columbia
$855K +$33.5K +33 +4%
RBWA
2969
RFG - Bristol Wealth Advisors
Massachusetts
$853K -$19.3K -19 -2%
TWA
2970
Talisman Wealth Advisors
New Jersey
$853K -$27.4K -27 -3%
OFA
2971
Oak Family Advisors
Illinois
$853K -$1.44M -1,425 -61%
MKC
2972
M. Kraus & Co
Vermont
$852K – – –
TPWM
2973
Twelve Points Wealth Management
Massachusetts
$851K – – –
HR
2974
Howe & Rusling
New York
$849K +$11.2K +11 +1%
AI
2975
Arvest Investments
Arkansas
$847K -$46.6K -46 -5%
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119
120 121