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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3701
Brown Wealth Management
Illinois
$553K -$1.54M -1,505 -77%
OIC
3702
Orion Investment Company
Missouri
$553K – – –
GAG
3703
Goodman Advisory Group
Massachusetts
$552K – – –
DF
3704
Daviman Financial
Indiana
$551K +$5.11K +5 +1%
SWA
3705
Strata Wealth Advisors
Texas
$551K +$129K +126 +38%
AA
3706
Alesco Advisors
New York
$547K -$7.15K -7 -2%
RWA
3707
Roberts Wealth Advisors
California
$546K -$230K -225 -33%
XPN
3708
XY Planning Network
Montana
$546K +$175K +171 +60%
IG
3709
IFS Group
Pennsylvania
$546K -$63.3K -62 -12%
CMAI
3710
Capital Management Associates Inc
Minnesota
$545K +$36.8K +36 +9%
PAM
3711
PCG Asset Management
New Jersey
$545K -$7.15K -7 -2%
IW
3712
Instrumental Wealth
Florida
$544K +$76.6K +75 +20%
KPWG
3713
KFA Private Wealth Group
Virginia
$542K -$27.6K -27 -6%
BA
3714
Ballast Advisors
Minnesota
$542K – – –
AFA
3715
Alpha Financial Advisors
North Carolina
$542K – – –
CA
3716
Claris Advisors
Missouri
$541K – – –
TDB
3717
Thompson David Blair
$541K +$73.6K +72 +19%
VA
3718
Veratis Advisors
North Carolina
$541K +$461K +451 New
SLC
3719
Second Line Capital
Louisiana
$540K -$28.6K -28 -6%
CWMGP
3720
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$540K +$7.15K +7 +2%
JFA
3721
JNBA Financial Advisors
Minnesota
$540K +$2.04K +2 +0.4%
BIA
3722
Bell Investment Advisors
California
$540K +$37.8K +37 +9%
RFO
3723
RiverGlades Family Offices
Florida
$539K +$459K +449 New
SAMC
3724
Spectrum Asset Management (California)
California
$539K – – –
LCM
3725
Laurion Capital Management
New York
$537K +$458K +448 New
147 148
149
150 151