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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
3426
Walled Lake Planning & Wealth Management
Illinois
$521K -$213K -210 -27%
R
3427
Rebalance
California
$519K -$20.3K -20 -3%
DWS
3428
Discipline Wealth Solutions
South Carolina
$519K +$10.1K +10 +2%
FPH
3429
Financial Planning Hawaii
Hawaii
$518K – – –
CPW
3430
Catalyst Private Wealth
California
$518K +$51.7K +51 +10%
CC
3431
Clearwave Capital
California
$517K +$83.1K +82 +17%
MA
3432
MBA Advisors
Pennsylvania
$517K -$6.08K -6 -1%
PWA
3433
Phoenix Wealth Advisors
North Carolina
$516K – – –
SWIA
3434
Solano Wealth Investment Advisors
California
$515K – – –
PCI
3435
Planning Center Inc
Illinois
$515K – – –
TWM
3436
Tanager Wealth Management
United Kingdom
$514K +$166K +164 +42%
DI
3437
Disciplined Investors
Texas
$514K -$16.2K -16 -3%
CFG
3438
Compton Financial Group
Maryland
$511K +$39.5K +39 +8%
WHC
3439
Wulff, Hansen & Co
California
$510K – – –
SA
3440
Sunesis Advisors
Kansas
$510K – – –
IAAG
3441
Innovative Asset Advisors Group
Connecticut
$509K +$561K +553 New
TFO
3442
Tarbox Family Office
California
$509K -$349K -344 -38%
PCM
3443
Permanent Capital Management
Illinois
$507K +$550K +543 New
SHFG
3444
S Harris Financial Group
Texas
$506K +$21.3K +21 +4%
IFO
3445
Independent Family Office
New York
$506K +$50.7K +50 +10%
BPFA
3446
Barnes Pettey Financial Advisors
Mississippi
$505K – – –
WBCM
3447
Wilson & Boucher Capital Management
California
$504K +$6.08K +6 +1%
OWA
3448
One Wealth Advisors
California
$503K +$27.4K +27 +5%
TCOO
3449
Trust Company of Oklahoma
Oklahoma
$502K +$2.03K +2 +0.4%
PCP
3450
Panoramic Capital Partners
Oregon
$501K -$13.2K -13 -2%
136 137
138
139 140