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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAC
3151
Mason & Associates (California)
California
$281K +$257K +361 New
DA
3152
Dash Acquisitions
California
$280K +$29.2K +41 +12%
CIA
3153
Cascade Investment Advisors
Oregon
$280K -$19.2K -27 -7%
BGAI
3154
Bruce G. Allen Investments
Colorado
$280K -$4.27K -6 -2%
BSAM
3155
Blue Square Asset Management
New York
$280K – – –
BHBT
3156
Burke & Herbert Bank & Trust
Virginia
$280K – – –
FP
3157
Financial Perspectives
Minnesota
$277K -$1.42K -2 -0.6%
AFS
3158
Annapolis Financial Services
Maryland
$276K -$288K -404 -53%
PWA
3159
Provenance Wealth Advisors
Florida
$276K -$4.27K -6 -2%
FEG
3160
Fund Evaluation Group
Ohio
$275K +$251K +353 New
FCIM
3161
Fairview Capital Investment Management
California
$275K +$251K +353 New
IW
3162
Instrumental Wealth
Florida
$274K +$241K +339 New
CWA
3163
Cornerstone Wealth Advisors
Minnesota
$274K – – –
TSWM
3164
Tyler-Stone Wealth Management
Ohio
$273K +$68.3K +96 +38%
SCM
3165
Stordahl Capital Management
Colorado
$272K – – –
PAM
3166
Paradigm Asset Management
New York
$272K -$107K -150 -30%
LFA
3167
Legend Financial Advisors
Pennsylvania
$272K – – –
AWM
3168
Adams Wealth Management
Utah
$272K – – –
NME
3169
Notis-McConarty Edward
$272K -$53.4K -75 -18%
CFS
3170
Cannon Financial Strategists
Georgia
$271K – – –
AWM
3171
AAF Wealth Management
Massachusetts
$270K – – –
FDDB
3172
Fidelity D&D Bancorp
Pennsylvania
$268K -$35.6K -50 -13%
PD
3173
Planning Directions
Pennsylvania
$268K +$712 +1 +0.3%
MA
3174
Modus Advisors
Minnesota
$268K +$245K +344 New
VIM
3175
Vista Investment Management
Pennsylvania
$267K -$712 -1 -0.3%
125 126
127
128 129