We are live on ! Find out more
LLY icon

Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
3051
One Charles Private Wealth Services
Massachusetts
$327K -$17.8K -25 -6%
MF
3052
Meridian Financial
Massachusetts
$325K – – –
RCM
3053
RMR Capital Management
California
$325K – – –
UWPG
3054
Ullmann Wealth Partners Group
Florida
$325K +$297K +418 New
SBWIC
3055
Schaper Benz & Wise Investment Counsel
Wisconsin
$324K +$297K +417 New
CSWM
3056
Cassady Schiller Wealth Management
Ohio
$324K -$12.8K -18 -4%
LCS
3057
Levin Capital Strategies
New York
$323K – – –
RI
3058
Ridgewood Investments
New Jersey
$323K – – –
TSW
3059
Three Seasons Wealth
Utah
$322K -$1.35M -1,897 -82%
CMAI
3060
Capital Management Associates Inc
Minnesota
$322K – – –
KFS
3061
Kelly Financial Services
Massachusetts
$322K -$12.8K -18 -4%
AAM
3062
Augustine Asset Management
Florida
$321K -$4.27K -6 -1%
PCM
3063
Peirce Capital Management
Texas
$321K -$23.5K -33 -7%
CPWM
3064
Cypress Point Wealth Management
Texas
$321K +$293K +412 New
NWA
3065
New World Advisors
Massachusetts
$320K +$1.42K +2 +0.5%
WDL
3066
Well Done LLC
Michigan
$320K +$292K +411 New
IPW
3067
Invictus Private Wealth
Colorado
$319K -$11.4K -16 -4%
TC
3068
Truvestments Capital
Florida
$319K – – –
CPP
3069
Capasso Planning Partners
South Carolina
$318K -$5.69K -8 -2%
OA
3070
Operose Advisors
Wisconsin
$318K – – –
TWP
3071
Triad Wealth Partners
Kansas
$318K +$291K +409 New
NPF
3072
Norris Perne & French
Michigan
$318K +$290K +408 New
MRWM
3073
ML&R Wealth Management
Texas
$317K +$39.1K +55 +16%
BFS
3074
Burkett Financial Services
South Carolina
$316K +$11.4K +16 +4%
RAG
3075
RIA Advisory Group
Iowa
$315K +$288K +405 New
121 122
123
124 125