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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3726
Markin Asset Management
New York
$365K – – –
GB
3727
Goepper Burkhardt
South Carolina
$364K +$32.4K +32 +9%
LRIA
3728
Leonard Rickey Investment Advisors
Washington
$364K +$41.6K +41 +12%
TFP
3729
TrueWealth Financial Partners
Washington
$363K +$172K +170 +76%
TI
3730
tru Independence
Oregon
$362K +$17.2K +17 +5%
OWM
3731
Opes Wealth Management
California
$362K -$19.3K -19 -5%
LCAM
3732
London & Capital Asset Management
United Kingdom
$362K -$1.5M -1,480 -79%
FA
3733
Fermata Advisors
California
$361K +$138K +136 +53%
HTWM
3734
Hartmann Taylor Wealth Management
Texas
$360K -$23.3K -23 -6%
AIFAIM
3735
American Institute for Advanced Investment Management
Arizona
$359K -$10.1K -10 -3%
LW
3736
Livet Wealth
Utah
$359K -$8.11K -8 -2%
CNC
3737
Citizens & Northern Corp
Pennsylvania
$358K +$75K +74 +23%
AFC
3738
Avise Financial Cooperative
California
$357K +$1.01K +1 +0.3%
WJS
3739
William John Sempolinski
Massachusetts
$357K -$50.7K -50 -11%
XWM
3740
Xcel Wealth Management
Florida
$357K +$12.2K +12 +3%
GVCM
3741
Global View Capital Management
Wisconsin
$356K -$219K -216 -36%
AWS
3742
Alliance Wealth Strategies
Virginia
$356K – – –
LC
3743
Lavaca Capital
Texas
$355K – – –
TC
3744
Tannin Capital
North Carolina
$355K +$46.6K +46 +14%
BWP
3745
Bernardo Wealth Planning
Pennsylvania
$354K +$14.2K +14 +4%
PPWM
3746
PFG Private Wealth Management
Florida
$354K -$226K -223 -37%
SWG
3747
Summit Wealth Group
Vermont
$354K +$52.7K +52 +16%
WTFG
3748
Wood Tarver Financial Group
Idaho
$354K +$14.2K +14 +4%
FAN
3749
Financial Advisors Network
California
$353K -$16.2K -16 -4%
IIWM
3750
Investment Insight Wealth Management
New York
$352K -$23.3K -23 -6%
148 149
150
151 152