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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3076
Peak Financial Management
Massachusetts
$378K -$188K -235 -36%
MCM
3077
Morton Capital Management
California
$378K -$19.2K -24 -5%
RCM
3078
RMR Capital Management
California
$378K – – –
BWM
3079
Baron Wealth Management
Michigan
$377K -$22.4K -28 -6%
CSWM
3080
Cassady Schiller Wealth Management
Ohio
$377K – – –
VFPW
3081
Vantage Financial Partners (Wisconsin)
Wisconsin
$376K +$13.6K +17 +4%
CMAI
3082
Capital Management Associates Inc
Minnesota
$376K +$800 +1 +0.2%
TC
3083
Truvestments Capital
Florida
$376K +$4K +5 +1%
RI
3084
Ridgewood Investments
New Jersey
$375K – – –
UWM
3085
USAdvisors Wealth Management
Minnesota
$375K -$41.6K -52 -11%
OWA
3086
ORBA Wealth Advisors
Illinois
$375K +$23.2K +29 +8%
KFS
3087
Kelly Financial Services
Massachusetts
$375K – – –
CCT
3088
Chemung Canal Trust
New York
$374K -$74.4K -93 -18%
PCM
3089
Peirce Capital Management
Texas
$373K – – –
MSWM
3090
McGlone Suttner Wealth Management
Wisconsin
$373K -$43.2K -54 -8%
PFWA
3091
Paces Ferry Wealth Advisors
Georgia
$372K +$8K +10 +2%
NWA
3092
New World Advisors
Massachusetts
$371K -$800 -1 -0.2%
HOWA
3093
Heritage Oak Wealth Advisors
Florida
$371K +$328K +410 New
AWM
3094
Adams Wealth Management
Utah
$371K +$48K +60 +17%
CI
3095
CacheTech Inc
Utah
$371K +$327K +409 New
GCS
3096
Gordian Capital (Singapore)
Singapore
$370K -$433K -541 -57%
SWG
3097
Summit Wealth Group
Vermont
$369K +$326K +408 New
SBWIC
3098
Schaper Benz & Wise Investment Counsel
Wisconsin
$368K -$8K -10 -2%
IPW
3099
Invictus Private Wealth
Colorado
$367K -$4K -5 -1%
FEM
3100
Fulcrum Equity Management
Texas
$367K +$324K +405 New
122 123
124
125 126