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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
3576
Twin Lakes Capital Management
California
$251K – – –
IW
3577
Instrumental Wealth
Florida
$251K – – –
EWA
3578
Evolution Wealth Advisors
Florida
$250K +$7.45K +9 +3%
SC
3579
Stance Capital
Massachusetts
$250K +$268K +324 New
IWM
3580
Iams Wealth Management
Nebraska
$249K -$176K -213 -40%
SR
3581
Syntax Research
Florida
$249K – – –
SC
3582
Sierra Capital
Florida
$249K +$62.9K +76 +31%
IAS
3583
Investment Advisory Services
Texas
$248K +$19.9K +24 +8%
AFWM
3584
AMJ Financial Wealth Management
Virginia
$248K -$2.48K -3 -0.9%
FDDB
3585
Fidelity D&D Bancorp
Pennsylvania
$248K -$3.31K -4 -1%
MFS
3586
Madrona Financial Services
Washington
$248K +$32.3K +39 +14%
CST
3587
Charles Schwab Trust
Nevada
$248K +$78.7K +95 +42%
CWMA
3588
Capstone Wealth Management (Alabama)
Alabama
$248K +$266K +321 New
PCM
3589
Palisade Capital Management
New Jersey
$247K – – –
LIA
3590
LifePlan Investment Advisors
North Carolina
$246K +$11.6K +14 +5%
AA
3591
ACT Advisors
North Carolina
$246K +$33.1K +40 +14%
EWA
3592
ERTS Wealth Advisors
Michigan
$245K – – –
OWM
3593
Opes Wealth Management
California
$244K +$66.2K +80 +34%
SCM
3594
Sterneck Capital Management
Missouri
$244K +$3.31K +4 +1%
SP
3595
Saranac Partners
$244K +$262K +316 New
AI
3596
Auour Investments
Massachusetts
$243K – – –
BIA
3597
Bell Investment Advisors
California
$243K -$7.45K -9 -3%
CWP
3598
Curated Wealth Partners
California
$242K -$1.66K -2 -0.6%
HSG
3599
Helen Stephens Group
Texas
$242K -$62.9K -76 -19%
GB
3600
Goepper Burkhardt
South Carolina
$242K -$9.94K -12 -4%
142 143
144
145 146