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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3151
Dash Acquisitions
California
$334K -$4K -5 -1%
LFS
3152
Lutz Financial Services
Nebraska
$333K – – –
SF
3153
Slagle Financial
Illinois
$333K +$4K +5 +1%
BFS
3154
Burkett Financial Services
South Carolina
$333K -$31.2K -39 -10%
DBRC
3155
D.B. Root & Company
Pennsylvania
$332K +$294K +367 New
KFA
3156
Kelleher Financial Advisors
New York
$331K -$8K -10 -3%
FWM
3157
FMA Wealth Management
Massachusetts
$330K -$80K -100 -22%
GPA
3158
Guerra Pan Advisors
New Jersey
$330K +$292K +365 New
RW
3159
REDW Wealth
New Mexico
$329K – – –
DI
3160
Disciplined Investments
Oklahoma
$329K -$12K -15 -4%
GRA
3161
Golden Road Advisors
Florida
$328K +$8K +10 +3%
MA
3162
Modus Advisors
Minnesota
$328K +$14.4K +18 +5%
ACM
3163
Alpha Capital Management
Texas
$328K +$290K +362 New
RAM
3164
RWC Asset Management
United Kingdom
$328K +$290K +362 New
SFG
3165
Sterling Financial Group
California
$327K – – –
SWA
3166
Sax Wealth Advisors
New Jersey
$327K +$289K +361 New
BSAM
3167
Blue Square Asset Management
New York
$326K – – –
HA
3168
HFG Advisors
Ohio
$325K -$140K -175 -33%
AAMA
3169
Advanced Asset Management Advisors
Ohio
$324K -$34.4K -43 -11%
APW
3170
Acima Private Wealth
Virginia
$323K -$55.2K -69 -16%
GJIA
3171
Glass Jacobson Investment Advisors
Maryland
$323K +$21.6K +27 +8%
GBWM
3172
Granite Bay Wealth Management
New Hampshire
$323K +$285K +356 New
KFS
3173
Kaizen Financial Strategies
California
$322K +$326K +408 New
FP
3174
Financial Perspectives
Minnesota
$322K – – –
WAG
3175
Wallace Advisory Group
California
$321K +$284K +355 New
125 126
127
128 129