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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3651
Delap Wealth Advisory
Oregon
$581K – – –
SPA
3652
Sound Portfolio Advisors
Connecticut
$581K – – –
RFW
3653
Rainier Family Wealth
Washington
$579K – – –
WWA
3654
Wealth Watch Advisors
Colorado
$579K +$58.2K +57 +13%
CFCS
3655
CDM Financial Counseling Services
Connecticut
$579K – – –
TFA
3656
Tobias Financial Advisors
Florida
$578K -$13.3K -13 -3%
LWA
3657
LifeGoal Wealth Advisors
New York
$578K +$17.4K +17 +4%
SMWM
3658
Silvia McColl Wealth Management
California
$578K -$24.5K -24 -5%
CSWG
3659
Cardinal Strategic Wealth Guidance
Kentucky
$577K -$13.3K -13 -3%
MFS
3660
Mirabella Financial Services
United Kingdom
$577K +$491K +481 New
HWMG
3661
Harbour Wealth Management Group
South Carolina
$575K +$11.2K +11 +2%
KFI
3662
Kachkovsky & Fisher Inc
California
$575K +$489K +479 New
BAM
3663
Blueshift Asset Management
New Jersey
$575K -$812K -795 -62%
BWP
3664
Bernardo Wealth Planning
Pennsylvania
$574K +$95K +93 +24%
LIA
3665
Luken Investment Analytics
Tennessee
$573K – – –
TM
3666
TigerOak Management
New Mexico
$573K – – –
SHFP
3667
Second Half Financial Partners
Florida
$572K +$158K +155 +48%
KAM
3668
KEB Asset Management
Illinois
$571K -$3.06K -3 -0.6%
PCWA
3669
Pacific Capital Wealth Advisors
California
$570K -$1.02K -1 -0.2%
KI
3670
KTF Investments
California
$570K +$225K +220 +86%
AWM
3671
Able Wealth Management
New Jersey
$569K +$173K +169 +54%
SRM
3672
Shelter Rock Management
New York
$569K – – –
CWM
3673
Cedar Wealth Management
California
$569K – – –
OMIC
3674
Old Mission Investment Co
Michigan
$569K +$13.3K +13 +3%
LWM
3675
LightSquare Wealth Management
Michigan
$568K +$483K +473 New
145 146
147
148 149