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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3476
Sax Wealth Advisors
New Jersey
$284K +$10.8K +13 +4%
LRIA
3477
Leonard Rickey Investment Advisors
Washington
$284K – – –
AWM
3478
AllSquare Wealth Management
New York
$283K +$25.7K +31 +9%
MWM
3479
Merriman Wealth Management
Washington
$283K -$500K -604 -62%
MWA
3480
MFA Wealth Advisors
Pennsylvania
$283K +$19.9K +24 +7%
LWMT
3481
Legacy Wealth Management (Tennessee)
Tennessee
$282K -$7.45K -9 -2%
ACM
3482
Ashford Capital Management
Delaware
$282K -$18.2K -22 -6%
PFM
3483
Peak Financial Management
Massachusetts
$282K +$113K +136 +59%
RPGK
3484
Retirement Planning Group (Kansas)
Kansas
$281K +$14.9K +18 +5%
TCM
3485
Teza Capital Management
Illinois
$281K -$3.87M -4,676 -93%
SI
3486
Saxon Interests
Texas
$281K -$66.2K -80 -18%
MWP
3487
Meredith Wealth Planning
Illinois
$280K – – –
AI
3488
Axecap Investments
Ohio
$280K -$859K -1,037 -74%
TWM
3489
TriaGen Wealth Management
California
$279K -$580K -700 -66%
MA
3490
MAS Advisors
Florida
$279K – – –
RA
3491
Resolute Advisors
California
$279K +$299K +361 New
AIA
3492
Affinity Investment Advisors
California
$278K – – –
BSAM
3493
Blue Square Asset Management
New York
$278K – – –
BS
3494
Brighton Securities
New York
$278K +$298K +360 New
CM
3495
Cornerstone Management
Georgia
$277K – – –
WFA
3496
WestHill Financial Advisors
California
$277K -$8.28K -10 -3%
GFP
3497
Guardian Financial Partners
California
$277K -$314K -379 -51%
BFS
3498
Burkett Financial Services
South Carolina
$276K -$9.11K -11 -3%
LODC
3499
Lanham O'Dell & Company
West Virginia
$276K +$1.66K +2 +0.6%
KPWG
3500
KFA Private Wealth Group
Virginia
$275K +$10.8K +13 +4%
138 139
140
141 142