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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3376
Nicholson Wealth Management Group
South Carolina
$324K – – –
HOWA
3377
Heritage Oak Wealth Advisors
Florida
$323K -$365K -441 -51%
ODIJL
3378
One Day In July LLC
Vermont
$323K +$5.8K +7 +2%
PCP
3379
Panoramic Capital Partners
Oregon
$323K +$347K +419 New
TFCP
3380
Twin Focus Capital Partners
Massachusetts
$323K -$124K -150 -26%
RCM
3381
RMR Capital Management
California
$323K – – –
FP
3382
Financial Perspectives
Minnesota
$322K +$44.7K +54 +15%
LCM
3383
LCM Capital Management
Illinois
$322K +$345K +417 New
WAG
3384
Wallace Advisory Group
California
$322K +$12.4K +15 +4%
SSC
3385
Syverson Strege & Co
Iowa
$320K +$344K +415 New
CMAI
3386
Capital Management Associates Inc
Minnesota
$320K -$828 -1 -0.2%
WA
3387
WPG Advisers
Maryland
$320K +$343K +414 New
CFA
3388
Capstone Financial Advisors
Illinois
$320K -$1.27M -1,528 -79%
KFS
3389
Kelly Financial Services
Massachusetts
$319K – – –
KBFS
3390
Kohmann Bosshard Financial Services
Ohio
$319K +$19K +23 +6%
UAG
3391
United Advisor Group
Ohio
$318K -$156K -188 -31%
PCM
3392
Peirce Capital Management
Texas
$318K – – –
GWS
3393
Greykasell Wealth Strategies
California
$317K +$340K +411 New
TI
3394
Truepoint Inc
Ohio
$317K -$42.2K -51 -11%
AZ
3395
Alpha Zero
Florida
$317K +$340K +411 New
PFWA
3396
Paces Ferry Wealth Advisors
Georgia
$317K -$6.62K -8 -2%
XSC
3397
X-Square Capital
Puerto Rico
$317K +$340K +411 New
RRA
3398
Round Rock Advisors
Connecticut
$317K -$828 -1 -0.2%
VFPW
3399
Vantage Financial Partners (Wisconsin)
Wisconsin
$317K -$4.14K -5 -1%
EA
3400
Enclave Advisors
Texas
$317K +$24.8K +30 +8%
134 135
136
137 138