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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3251
LifePlan Investment Advisors
North Carolina
$232K +$212K +298 New
FPGT
3252
Financial Partners Group (Tennessee)
Tennessee
$232K +$212K +298 New
SRA
3253
Secured Retirement Advisors
Minnesota
$232K +$212K +298 New
CSIA
3254
Conrad Siegel Investment Advisors
Pennsylvania
$231K +$211K +297 New
MAA
3255
Matrix Asset Advisors
New York
$231K +$211K +297 New
PK
3256
Pflug Koory
Nebraska
$230K – – –
C
3257
Covestor
United Kingdom
$230K +$12.8K +18 +6%
IF
3258
IRON Financial
Illinois
$230K +$210K +295 New
BWCS
3259
Beirne Wealth Consulting Services
Connecticut
$229K -$208K -292 -50%
DWM
3260
Dorchester Wealth Management
Quebec, Canada
$229K +$209K +294 New
RDIA
3261
RE Dickinson Investment Advisors
Iowa
$228K – – –
SNB
3262
Security National Bank
Nebraska
$228K -$24.2K -34 -10%
AFAS
3263
Acorn Financial Advisory Services
Virginia
$228K +$209K +293 New
VAF
3264
Values Added Financial
District of Columbia
$227K +$208K +292 New
AWA
3265
ARQ Wealth Advisors
Arizona
$226K +$207K +291 New
CFO
3266
Callan Family Office
Pennsylvania
$226K +$207K +291 New
EIG
3267
Ellenbecker Investment Group
Wisconsin
$226K +$206K +290 New
GA
3268
Gordian Advisors
Arizona
$225K +$206K +290 New
RIM
3269
Rockbridge Investment Management
New York
$225K – – –
KDA
3270
Kraft Davis & Associates
Missouri
$225K +$211K +296 New
HWM
3271
Horizon Wealth Management
Illinois
$224K +$204K +287 New
ACM
3272
Advance Capital Management
Michigan
$223K +$204K +287 New
BIM
3273
Bullseye Investment Management
Ohio
$223K +$204K +287 New
HWA
3274
Heartwood Wealth Advisors
Virginia
$223K +$204K +287 New
FW
3275
FirstPurpose Wealth
Utah
$223K +$209K +293 New
129 130
131
132 133