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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3376
Montgomery Investment Management
Maryland
$780K – – –
EWA
3377
Encompass Wealth Advisors
Oregon
$777K -$28.6K -28 -4%
CCP
3378
Carmel Capital Partners
California
$776K -$10.2K -10 -2%
KF
3379
Ketron Financial
California
$775K +$22.5K +22 +4%
BDPWM
3380
Barnes Dennig Private Wealth Management
Ohio
$775K -$22.5K -22 -3%
WWM
3381
WT Wealth Management
Arizona
$774K – – –
HWM
3382
Howard Wealth Management
Connecticut
$769K -$6.13K -6 -0.9%
FP
3383
Financial Perspectives
Minnesota
$769K – – –
NFTC
3384
North Forty Two & Co
Oregon
$769K – – –
SMBT
3385
Southern Michigan Bank & Trust
Michigan
$768K -$298K -292 -31%
IF
3386
Integrity Financial
Wyoming
$767K +$8.17K +8 +1%
BIA
3387
Bigelow Investment Advisors
Maine
$766K -$6.13K -6 -0.9%
SCM
3388
Stonebridge Capital Management
California
$766K +$314K +307 +92%
SNBOSD
3389
Security National Bank of So Dak
Iowa
$765K -$102K -100 -14%
SFS
3390
Sharp Financial Services
Pennsylvania
$765K +$162K +159 +33%
SRL
3391
Scientech Research LLC
New Jersey
$765K +$652K +638 New
DAM
3392
Davis Asset Management
California
$764K – – –
CPWM
3393
Cypress Point Wealth Management
Texas
$764K +$265K +259 +69%
PCM
3394
Passive Capital Management
Maryland
$763K -$20.4K -20 -3%
ESC
3395
Eurizon SLJ Capital
$763K -$390K -382 -38%
ST
3396
Somerset Trust
Pennsylvania
$763K – – –
CWA
3397
Continuum Wealth Advisors
New York
$760K +$183K +179 +39%
CMF
3398
Counterpoint Mutual Funds
California
$759K -$4.67M -4,570 -88%
PWS
3399
Precision Wealth Strategies
Missouri
$756K +$15.3K +15 +2%
TWM
3400
Tortuga Wealth Management
California
$756K +$161K +158 +33%
134 135
136
137 138