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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
3376
Cardinal Point Capital Management
Ontario, Canada
$344K +$9.98K +12 +3%
PWM
3377
PTM Wealth Management
United States
$344K +$394K +474 New
RIP
3378
RAM Investment Partners
Washington
$343K +$20.8K +25 +6%
KFS
3379
Kelly Financial Services
Massachusetts
$342K – – –
KBFS
3380
Kohmann Bosshard Financial Services
Ohio
$341K – – –
PCM
3381
Peirce Capital Management
Texas
$340K – – –
SFG
3382
Sterling Financial Group
California
$340K +$27.5K +33 +9%
SWA
3383
Strata Wealth Advisors
Texas
$340K -$193K -232 -36%
VFPW
3384
Vantage Financial Partners (Wisconsin)
Wisconsin
$339K +$832 +1 +0.2%
DFP
3385
Defined Financial Planning
California
$339K +$21.6K +26 +7%
SL
3386
Summitry LLC
California
$339K +$13.3K +16 +4%
MPCA
3387
Madison Park Capital Advisors
Washington
$339K +$2.5K +3 +0.7%
CP
3388
Capital Planning
Washington
$338K -$59.1K -71 -15%
HOWA
3389
Heritage Oak Wealth Advisors
Florida
$338K -$8.32K -10 -2%
NCM
3390
Noesis Capital Mangement
Florida
$338K +$84K +101 +33%
GCA
3391
Gallagher Capital Advisors
Texas
$338K +$832 +1 +0.2%
OCPWS
3392
One Charles Private Wealth Services
Massachusetts
$337K -$32.5K -39 -9%
PFU
3393
Parus Finance (UK)
United Kingdom
$336K -$21.6K -26 -6%
RRWA
3394
Rainey & Randall Wealth Advisors
Florida
$336K +$339K +407 New
FCIM
3395
Fairview Capital Investment Management
California
$335K -$36.6K -44 -10%
WA
3396
WPG Advisers
Maryland
$335K -$6.66K -8 -2%
LFS
3397
Littlejohn Financial Services
Oregon
$335K – – –
PRP
3398
Peak Retirement Planning
Ohio
$334K +$97.4K +117 +41%
ACM
3399
Aurdan Capital Management
Pennsylvania
$334K -$168K -202 -33%
SC
3400
Seldon Capital
California
$334K – – –
134 135
136
137 138