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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3101
Algert Global
California
$307K -$455K -640 -62%
WFA
3102
Wellspring Financial Advisors
Ohio
$305K +$279K +392 New
LFP
3103
Leeward Financial Partners
Washington
$304K +$278K +391 New
SWM
3104
SilverOak Wealth Management
Minnesota
$304K +$278K +391 New
KBFS
3105
Kohmann Bosshard Financial Services
Ohio
$303K – – –
JWM
3106
Jessup Wealth Management
Ohio
$303K +$278K +390 New
QWM
3107
Quaker Wealth Management
New Jersey
$303K – – –
CCP
3108
Clarity Capital Partners
California
$303K +$277K +389 New
PBF
3109
Petix & Botte Financial
California
$302K -$276K -388 -50%
LAM
3110
Lifestyle Asset Management
Texas
$302K -$38.4K -54 -12%
MPIA
3111
Mountain Pacific Investment Advisers
Idaho
$300K – – –
OWA
3112
ORBA Wealth Advisors
Illinois
$300K +$10.7K +15 +4%
EA
3113
Ellsworth Advisors
Ohio
$299K +$3.56K +5 +1%
HSG
3114
Helen Stephens Group
Texas
$299K +$9.25K +13 +4%
PAM
3115
Peak Asset Management
Colorado
$298K -$43.4K -61 -14%
PA
3116
Parkside Advisors
California
$297K – – –
WF
3117
Whelan Financial
California
$297K +$271K +381 New
CFSG
3118
Clark Financial Services Group
Missouri
$296K +$9.25K +13 +4%
CP
3119
Castleview Partners
Texas
$296K – – –
LFA
3120
Level Financial Advisors
New York
$294K – – –
DI
3121
Disciplined Investments
Oklahoma
$294K -$9.96K -14 -4%
TAM
3122
Titleist Asset Management
Texas
$294K +$269K +378 New
FCG
3123
Fielder Capital Group
Tennessee
$294K -$8.54K -12 -3%
WBCM
3124
Wilson & Boucher Capital Management
California
$294K +$268K +377 New
QCIG
3125
Quad-Cities Investment Group
Iowa
$294K -$15.7K -22 -6%
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