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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
3251
Prakash Investment Advisors
Massachusetts
$702K -$141K -147 -18%
RWRC
3252
R.W. Roge & Company
New York
$701K +$98.5K +103 +19%
HIP
3253
Harrell Investment Partners
Texas
$701K +$62.2K +65 +11%
MIM
3254
Montgomery Investment Management
Maryland
$699K – – –
MHR
3255
Matthew Hamilton Rosenberg
$699K +$8.61K +9 +1%
PAS
3256
PKS Advisory Services
New York
$697K -$111K -116 -15%
CC
3257
Commons Capital
Massachusetts
$696K +$25.8K +27 +4%
CCP
3258
Carmel Capital Partners
California
$694K +$289K +302 +88%
LPFG
3259
Landing Point Financial Group
Ohio
$694K – – –
OC
3260
Opal Capital
Florida
$693K +$625K +654 New
FP
3261
Financial Perspectives
Minnesota
$693K -$31.6K -33 -5%
OPWM
3262
Oakwell Private Wealth Management
Texas
$692K +$53.5K +56 +10%
SGI
3263
Swan Global Investments
Colorado
$691K +$41.1K +43 +7%
PRP
3264
Peak Retirement Planning
Ohio
$691K +$82.2K +86 +15%
DG
3265
DMC Group
Alabama
$690K -$88.9K -93 -13%
KFP
3266
Keener Financial Planning
Texas
$689K -$21K -22 -3%
WFA
3267
WMG Financial Advisors
Tennessee
$688K -$236K -247 -28%
NWM
3268
Nolet Wealth Management
Texas
$687K +$612K +640 New
BFA
3269
Beacon Financial Advisory
Ohio
$687K +$158K +165 +35%
NFTC
3270
North Forty Two & Co
Oregon
$687K – – –
ST
3271
Somerset Trust
Pennsylvania
$687K – – –
CQWA
3272
Chokshi & Queen Wealth Advisors
California
$686K – – –
BONH
3273
Bank of New Hampshire
New Hampshire
$683K – – –
OFO
3274
OneAscent Family Office
Alabama
$683K +$80.3K +84 +15%
QP
3275
Quartz Partners
New York
$680K -$451K -472 -43%
129 130
131
132 133