LLY icon

Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
3176
Financial Perspectives
Minnesota
$322K – – –
WAG
3177
Wallace Advisory Group
California
$321K +$284K +355 New
LODC
3178
Lanham O'Dell & Company
West Virginia
$321K -$62.4K -78 -18%
PWA
3179
Provenance Wealth Advisors
Florida
$321K – – –
FCIM
3180
Fairview Capital Investment Management
California
$320K – – –
KWM
3181
Kolinsky Wealth Management
New Jersey
$320K +$76K +95 +37%
CWA
3182
Cornerstone Wealth Advisors
Minnesota
$319K – – –
CHJWM
3183
Carlton Hofferkamp & Jenks Wealth Management
Texas
$318K – – –
SCM
3184
Stordahl Capital Management
Colorado
$317K – – –
BONST
3185
Bank of Nova Scotia Trust
Ontario, Canada
$317K -$80K -100 -22%
HF
3186
Halpern Financial
Virginia
$317K -$40K -50 -13%
LFA
3187
Legend Financial Advisors
Pennsylvania
$317K – – –
VAF
3188
Values Added Financial
District of Columbia
$316K +$45.6K +57 +20%
CFS
3189
Cannon Financial Strategists
Georgia
$315K – – –
SRA
3190
Secured Retirement Advisors
Minnesota
$315K +$40K +50 +17%
BWL
3191
Bogart Wealth LLC
Virginia
$314K +$34.4K +43 +14%
UW
3192
Unique Wealth
Florida
$314K +$10.4K +13 +4%
FDDB
3193
Fidelity D&D Bancorp
Pennsylvania
$312K – – –
PD
3194
Planning Directions
Pennsylvania
$312K – – –
KPWG
3195
KFA Private Wealth Group
Virginia
$312K +$55.2K +69 +25%
GGV
3196
GG Group Ventures
Florida
$311K +$274K +343 New
GWP
3197
Gen-Wealth Partners
Michigan
$311K +$72.8K +91 +36%
VI
3198
VanderPol Investments
Michigan
$311K +$274K +343 New
GL
3199
Gerber LLC
Ohio
$310K +$16K +20 +6%
MWA
3200
MFA Wealth Advisors
Pennsylvania
$310K +$60.8K +76 +29%
126 127
128
129 130