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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3551
TruNorth Capital Management
Michigan
$259K – – –
NI
3552
NDVR Inc
Massachusetts
$259K +$46.4K +56 +20%
MAM
3553
MWA Asset Management
Massachusetts
$259K +$58K +70 +26%
OWA
3554
One Wealth Advisors
California
$258K – – –
CWA
3555
Cornerstone Wealth Advisors
Minnesota
$257K – – –
RFS
3556
Richardson Financial Services
Massachusetts
$257K +$216K +261 +368%
DBRC
3557
D.B. Root & Company
Pennsylvania
$256K -$58.8K -71 -18%
LSWM
3558
Lorne Steinberg Wealth Management
Canada
$256K – – –
FEM
3559
Fulcrum Equity Management
Texas
$255K -$192K -232 -41%
WPC
3560
White Pine Capital
Minnesota
$255K – – –
AV
3561
Aspiring Ventures
Ohio
$255K +$291K +351 New
HGERS
3562
Householder Group Estate & Retirement Specialist
Arizona
$254K -$3.5M -4,228 -93%
VC
3563
Veery Capital
Delaware
$253K +$4.14K +5 +2%
CMP
3564
Courage Miller Partners
Virginia
$252K – – –
AGDI
3565
Absolute Gestao de Investimentos
Brazil
$252K +$271K +327 New
GWA
3566
Gutierrez Wealth Advisory
Arkansas
$252K +$271K +327 New
NWMG
3567
National Wealth Management Group
Ohio
$252K +$43.1K +52 +19%
SPP
3568
Single Point Partners
Massachusetts
$252K +$270K +326 New
MWM
3569
Maridea Wealth Management
New York
$252K +$270K +326 New
SFS
3570
Sharp Financial Services
Pennsylvania
$252K – – –
MLIC
3571
Mandatum Life Insurance Company
Finland
$252K +$31.5K +38 +13%
PP
3572
PFS Partners
New Jersey
$251K – – –
HIIFS
3573
Harel Insurance Investments & Financial Services
Israel
$251K -$67.1K -81 -20%
TLCM
3574
Twin Lakes Capital Management
California
$251K – – –
IW
3575
Instrumental Wealth
Florida
$251K – – –
141 142
143
144 145