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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3051
Holt Capital Partners
Texas
$327K -$445K -625 -60%
OCPWS
3052
One Charles Private Wealth Services
Massachusetts
$327K -$17.8K -25 -6%
MF
3053
Meridian Financial
Massachusetts
$325K – – –
RCM
3054
RMR Capital Management
California
$325K – – –
UWPG
3055
Ullmann Wealth Partners Group
Florida
$325K +$297K +418 New
SBWIC
3056
Schaper Benz & Wise Investment Counsel
Wisconsin
$324K +$297K +417 New
CSWM
3057
Cassady Schiller Wealth Management
Ohio
$324K -$12.8K -18 -4%
LCS
3058
Levin Capital Strategies
New York
$323K – – –
RI
3059
Ridgewood Investments
New Jersey
$323K – – –
TSW
3060
Three Seasons Wealth
Utah
$322K -$1.35M -1,897 -82%
CMAI
3061
Capital Management Associates Inc
Minnesota
$322K – – –
KFS
3062
Kelly Financial Services
Massachusetts
$322K -$12.8K -18 -4%
AAM
3063
Augustine Asset Management
Florida
$321K -$4.27K -6 -1%
PCM
3064
Peirce Capital Management
Texas
$321K -$23.5K -33 -7%
CPWM
3065
Cypress Point Wealth Management
Texas
$321K +$293K +412 New
NWA
3066
New World Advisors
Massachusetts
$320K +$1.42K +2 +0.5%
WDL
3067
Well Done LLC
Michigan
$320K +$292K +411 New
IPW
3068
Invictus Private Wealth
Colorado
$319K -$11.4K -16 -4%
TC
3069
Truvestments Capital
Florida
$319K – – –
CPP
3070
Capasso Planning Partners
South Carolina
$318K -$5.69K -8 -2%
OA
3071
Operose Advisors
Wisconsin
$318K – – –
TWP
3072
Triad Wealth Partners
Kansas
$318K +$291K +409 New
NPF
3073
Norris Perne & French
Michigan
$318K +$290K +408 New
MRWM
3074
ML&R Wealth Management
Texas
$317K +$39.1K +55 +16%
BFS
3075
Burkett Financial Services
South Carolina
$316K +$11.4K +16 +4%
121 122
123
124 125