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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3101
Invictus Private Wealth
Colorado
$367K -$4K -5 -1%
FEM
3102
Fulcrum Equity Management
Texas
$367K +$324K +405 New
CBFP
3103
Cedar Brook Financial Partners
Ohio
$366K -$915K -1,144 -74%
AAM
3104
Augustine Asset Management
Florida
$366K -$7.2K -9 -2%
SC
3105
Seldon Capital
California
$366K – – –
CPCM
3106
Cardinal Point Capital Management
Ontario, Canada
$365K +$3.2K +4 +1%
CPW
3107
Catalyst Private Wealth
California
$364K +$322K +402 New
WF
3108
Whelan Financial
California
$363K +$16K +20 +5%
MBI
3109
May Barnhard Investments
Maryland
$363K – – –
CAWM
3110
Capital Advisors Wealth Management
Washington
$362K – – –
BEAM
3111
Baker Ellis Asset Management
Washington
$362K -$28K -35 -8%
AIFAIM
3112
American Institute for Advanced Investment Management
Arizona
$362K – – –
PHIC
3113
Pine Haven Investment Counsel
Massachusetts
$362K – – –
IB
3114
Iyo Bank
Japan
$362K – – –
BCM
3115
Brown Capital Management
Maryland
$361K -$20K -25 -6%
WWMSC
3116
Wagner Wealth Management (South Carolina)
South Carolina
$360K +$318K +398 New
SWP
3117
Summit Wealth Partners
Florida
$360K – – –
WRPWM
3118
Werba Rubin Papier Wealth Management
California
$358K +$316K +395 New
CMBA
3119
C.M. Bidwell & Associates
Hawaii
$358K – – –
SWM
3120
SilverOak Wealth Management
Minnesota
$357K +$2.4K +3 +0.8%
RWM
3121
Raffa Wealth Management
District of Columbia
$354K -$4.8K -6 -2%
WDL
3122
Well Done LLC
Michigan
$354K -$16K -20 -5%
KBFS
3123
Kohmann Bosshard Financial Services
Ohio
$353K – – –
JWM
3124
Jessup Wealth Management
Ohio
$353K – – –
GGA
3125
Granite Group Advisors
Connecticut
$352K -$318K -398 -51%
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