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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
3376
McCarter Private Wealth Services
Massachusetts
$608K +$541K +566 New
VDC
3377
Van Diest Capital
Iowa
$607K +$540K +565 New
RIA
3378
Rhodes Investment Advisors
Texas
$607K +$540K +565 New
HFA
3379
High Falls Advisors
New York
$607K -$45.9K -48 -8%
MIM
3380
Morningstar Investment Management
Illinois
$606K -$13.4K -14 -2%
EWP
3381
Elevation Wealth Partners
California
$605K -$43K -45 -7%
FPH
3382
Financial Planning Hawaii
Hawaii
$605K +$538K +563 New
AAM
3383
Auxier Asset Management
Oregon
$605K -$47.8K -50 -8%
VAM
3384
Verity Asset Management
North Carolina
$603K -$686K -717 -56%
CSWG
3385
Cardinal Strategic Wealth Guidance
Kentucky
$603K – – –
PWA
3386
Phoenix Wealth Advisors
North Carolina
$603K +$6.69K +7 +1%
SWIA
3387
Solano Wealth Investment Advisors
California
$602K +$535K +560 New
PCI
3388
Planning Center Inc
Illinois
$602K – – –
SPI
3389
Sutton Place Investors
New York
$602K +$73.6K +77 +16%
MWP
3390
Meridian Wealth Partners
Pennsylvania
$601K -$15.3K -16 -3%
TA
3391
TPG Advisors
Illinois
$601K – – –
CWA
3392
Centennial Wealth Advisory
Michigan
$600K +$184K +192 +52%
PCP
3393
Panoramic Capital Partners
Oregon
$600K +$7.65K +8 +1%
CG
3394
Cynosure Group
Utah
$599K -$769K -804 -59%
GT
3395
GreatBanc Trust
Illinois
$596K -$5.74K -6 -1%
RIA
3396
Realta Investment Advisors
Delaware
$596K -$9.56K -10 -2%
SA
3397
Sunesis Advisors
Kansas
$596K – – –
WHC
3398
Wulff, Hansen & Co
California
$596K – – –
DWS
3399
Discipline Wealth Solutions
South Carolina
$595K +$22K +23 +4%
CVM
3400
Cheviot Value Management
California
$595K – – –
134 135
136
137 138