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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3576
Pin Oak Investment Advisors
Texas
$106K +$19.8K +22 +22%
VWA
3577
Valued Wealth Advisors
Utah
$104K -$4.5K -5 -4%
CPG
3578
Cornerstone Planning Group
New Jersey
$103K -$10.8K -12 -10%
AWM
3579
Activest Wealth Management
Florida
$103K +$59.3K +66 +132%
DCM
3580
Davis Capital Management
Florida
$103K +$4.5K +5 +5%
TWD
3581
True Wealth Design
Ohio
$103K -$30.6K -34 -23%
W
3582
WealthCollab
Washington
$101K – – –
PCMC
3583
Planning Capital Management Corporation
Pennsylvania
$99.2K -$236K -263 -70%
MDCM
3584
Morgan Dempsey Capital Management
Wisconsin
$98.6K +$79.1K +88 +383%
BFPW
3585
BOK Financial Private Wealth
Colorado
$97.5K – – –
AF
3586
Aviso Financial
Ontario, Canada
$95.7K +$2.7K +3 +3%
TLA
3587
Tanglewood Legacy Advisors
Texas
$92.1K – – –
MWA
3588
Miller Wealth Advisors
Colorado
$91.7K – – –
CPA
3589
Clear Point Advisors
New York
$88.6K – – –
NBT
3590
Northwest Bank & Trust
Iowa
$88.6K – – –
AP
3591
Aspect Partners
Virginia
$87.7K – – –
IUHSA
3592
Itau Unibanco Holding S.A.
Brazil
$81.5K -$2.44M -2,714 -97%
BHWM
3593
Bay Harbor Wealth Management
Maryland
$81.5K -$3.6K -4 -4%
CCMW
3594
Cypress Capital Management (Wyoming)
Wyoming
$72.6K – – –
WAS
3595
Winch Advisory Services
Wisconsin
$72.6K – – –
VFA
3596
Values First Advisors
Tennessee
$68.9K +$70.1K +78 New
CJ
3597
Caitlin John
Michigan
$65.5K +$36.9K +41 +103%
RFS
3598
Richardson Financial Services
Massachusetts
$64.2K +$4.5K +5 +8%
DP
3599
Denver PWM
Colorado
$63.3K -$54.8K -61 -46%
FC
3600
Family CFO
California
$62.9K -$2.7K -3 -4%
142 143
144
145 146