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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3001
Cura Wealth Advisors
Illinois
$932K +$283K +296 +52%
NWM
3002
Northwest Wealth Management
Iowa
$931K -$19.1K -20 -2%
CCA
3003
Coign Capital Advisors
Utah
$931K +$10.5K +11 +1%
SAM
3004
Sherman Asset Management
California
$930K – – –
PWA
3005
Peterson Wealth Advisors
Utah
$930K +$20.1K +21 +2%
MWM
3006
MBE Wealth Management
Wisconsin
$928K +$956 +1 +0.1%
GTAM
3007
Global Trust Asset Management
Florida
$927K -$455K -476 -36%
LGW
3008
Leslie Global Wealth
Illinois
$926K +$9.56K +10 +1%
GRWP
3009
Green Ridge Wealth Planning
New Jersey
$925K +$823K +861 New
TFM
3010
TFC Financial Management
Massachusetts
$924K +$253K +265 +45%
PCMNC
3011
Piedmont Capital Management (North Carolina)
North Carolina
$924K +$822K +860 New
BSSFA
3012
Baron Silver Stevens Financial Advisors
Florida
$924K -$140K -146 -15%
LFP
3013
Leeward Financial Partners
Washington
$921K -$2.96M -3,098 -78%
AGC
3014
August Group Capital
$921K +$819K +857 New
GAM
3015
GEM Asset Management
Michigan
$920K -$17.2K -18 -2%
OL
3016
one8zero8 LLC
North Carolina
$920K +$8.61K +9 +1%
AT
3017
Adelphi Trust
Florida
$919K +$818K +855 New
PCA
3018
Purkiss Capital Advisors
Connecticut
$916K -$46.9K -49 -5%
AFG
3019
ABLE Financial Group
Arizona
$916K +$5.74K +6 +0.7%
LWM
3020
Laidlaw Wealth Management
New York
$911K – – –
CCS
3021
Concentric Capital Strategies
Connecticut
$911K +$31.6K +33 +4%
CA
3022
Crewe Advisors
Utah
$911K -$166K -174 -17%
AG
3023
AmeriFlex Group
Nevada
$911K -$73.6K -77 -8%
NWMG
3024
National Wealth Management Group
Ohio
$910K -$329K -344 -29%
JF
3025
JMN Financial
Ohio
$910K +$809K +846 New
119 120
121
122 123