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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
3226
Kiely Wealth Advisory Group
North Carolina
$296K – – –
CMP
3227
Courage Miller Partners
Virginia
$296K – – –
BMWM
3228
Brown Miller Wealth Management
Virginia
$295K +$10.4K +13 +4%
GB
3229
Goepper Burkhardt
South Carolina
$295K -$1.6K -2 -0.6%
NCM
3230
Nelson Capital Management
California
$295K – – –
CIA
3231
Cascade Investment Advisors
Oregon
$294K -$28K -35 -10%
MWA
3232
Moser Wealth Advisors
Washington
$294K – – –
TLCM
3233
Twin Lakes Capital Management
California
$294K – – –
RH
3234
RFG Holdings
Texas
$294K +$20K +25 +8%
SWM
3235
Selective Wealth Management
Virginia
$294K -$12.8K -16 -5%
AFWM
3236
AMJ Financial Wealth Management
Virginia
$294K -$6.4K -8 -2%
TCM
3237
TruNorth Capital Management
Michigan
$293K -$12.8K -16 -5%
1WM
3238
1858 Wealth Management
Ohio
$293K +$259K +324 New
SR
3239
Syntax Research
Florida
$292K – – –
FIC
3240
Family Investment Center
Missouri
$292K +$258K +323 New
TI
3241
tru Independence
Oregon
$292K +$50.4K +63 +24%
BIA
3242
Bell Investment Advisors
California
$292K +$11.2K +14 +5%
AFS
3243
Access Financial Services
Minnesota
$291K +$257K +321 New
HWM
3244
Horizons Wealth Management
North Carolina
$290K – – –
NHFG
3245
New Harbor Financial Group
Massachusetts
$290K +$256K +320 New
CWC
3246
Carolinas Wealth Consulting
North Carolina
$289K +$32K +40 +14%
CSIA
3247
Conrad Siegel Investment Advisors
Pennsylvania
$289K +$17.6K +22 +7%
FP
3248
Fiduciary Planning
Florida
$288K +$254K +318 New
EWA
3249
ERTS Wealth Advisors
Michigan
$288K – – –
EMFAT
3250
Emerald Mutual Fund Advisers Trust
Pennsylvania
$288K +$84.8K +106 +50%
128 129
130
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