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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3501
Jacksonville Wealth Management
Florida
$533K – – –
SMWM
3502
Silvia McColl Wealth Management
California
$533K – – –
PWM
3503
Platt Wealth Management
California
$533K +$475K +497 New
NA
3504
Nautilus Advisors
California
$532K – – –
CP
3505
Covenant Partners
Tennessee
$532K – – –
WMWM
3506
Wilkins Miller Wealth Management
Alabama
$532K – – –
WF
3507
Whelan Financial
California
$530K -$68.8K -72 -13%
RI
3508
Ruggiero Investments
Florida
$530K +$471K +493 New
CFA
3509
CWS Financial Advisors
Michigan
$530K -$46.9K -49 -9%
NFP
3510
Narus Financial Partners
Utah
$529K +$88.9K +93 +23%
AFM
3511
Aspetuck Financial Management
Connecticut
$529K -$4.78K -5 -1%
HIF
3512
Hill Island Financial
Michigan
$527K +$164K +172 +54%
TFP
3513
Triune Financial Partners
Kansas
$527K – – –
GPW
3514
Gentry Private Wealth
Kansas
$527K +$469K +490 New
CM
3515
Cornerstone Management
Georgia
$526K -$9.56K -10 -2%
PWM
3516
PTM Wealth Management
United States
$525K – – –
CA
3517
Chatterton & Associates
California
$524K +$467K +488 New
KOC
3518
Koss-Olinger Consulting
Florida
$524K -$10.5K -11 -2%
HFRG
3519
Houlihan Financial Resource Group
Virginia
$524K +$133K +139 +39%
RFA
3520
RTD Financial Advisors
Pennsylvania
$523K +$466K +487 New
TWM
3521
Thryve Wealth Management
Texas
$523K +$466K +487 New
SFS
3522
Strategic Financial Services
New York
$523K -$9.56K -10 -2%
IDA
3523
Intelligence Driven Advisers
California
$522K -$14.3K -15 -3%
GKFF
3524
George Kaiser Family Foundation
Oklahoma
$522K – – –
AAMA
3525
Advanced Asset Management Advisors
Ohio
$521K -$956 -1 -0.2%
139 140
141
142 143