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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3376
Valued Wealth Advisors
Utah
$81.7K +$10.7K +15 +17%
W
3377
WealthCollab
Washington
$80.9K – – –
TLA
3378
Tanglewood Legacy Advisors
Texas
$80.9K +$2.85K +4 +4%
LI
3379
LRI Investments
Florida
$80.9K +$74K +104 New
DCP
3380
DSM Capital Partners
Florida
$78.6K +$14.2K +20 +25%
NBT
3381
Northwest Bank & Trust
Iowa
$78.1K +$71.2K +100 New
CPA
3382
Clear Point Advisors
New York
$77.8K – – –
MWA
3383
Miller Wealth Advisors
Colorado
$77.8K – – –
HI
3384
Hoey Investments
Pennsylvania
$77.8K +$71.2K +100 New
LCM
3385
Lynwood Capital Management
Ontario, Canada
$77.8K +$71.2K +100 New
AP
3386
Aspect Partners
Virginia
$77K – – –
DCM
3387
Davis Capital Management
Florida
$76.1K – – –
BHWM
3388
Bay Harbor Wealth Management
Maryland
$74.7K +$14.9K +21 +28%
BFPW
3389
BOK Financial Private Wealth
Colorado
$73.9K – – –
CPG
3390
Custom Portfolio Group
Colorado
$73.9K – – –
CCMW
3391
Cypress Capital Management (Wyoming)
Wyoming
$66.1K – – –
CPG
3392
Cornerstone Planning Group
New Jersey
$64.7K -$712 -1 -1%
WAS
3393
Winch Advisory Services
Wisconsin
$63.8K – – –
CWA
3394
Carolina Wealth Advisors
South Carolina
$63K – – –
BSWA
3395
Bromfield Sneider Wealth Advisors
Massachusetts
$62.2K – – –
PCM
3396
Penserra Capital Management
California
$60K -$2.58M -3,624 -98%
ACA
3397
American Capital Advisory
Idaho
$58.4K -$218K -307 -64%
FC
3398
Family CFO
California
$57.6K – – –
MAM
3399
MMA Asset Management
Pennsylvania
$55.2K +$50.5K +71 New
RFS
3400
Richardson Financial Services
Massachusetts
$52.9K -$4.98K -7 -9%
134 135
136
137 138