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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
3751
Adapt Investment Managers
Switzerland
$152K +$148K +199 New
PWMG
3752
Private Wealth Management Group
New Jersey
$150K +$5.21K +7 +4%
NWMP
3753
Noble Wealth Management PBC
Colorado
$150K +$146K +196 New
BHWM
3754
Bay Harbor Wealth Management
Maryland
$149K +$12.7K +17 +10%
KSB
3755
Kennebec Savings Bank
Maine
$147K – – –
KFP
3756
Kerr Financial Planning
California
$147K +$106K +143 New
BGAI
3757
Bruce G. Allen Investments
Colorado
$143K +$4.46K +6 +3%
IW
3758
Imprint Wealth
South Carolina
$142K +$138K +186 New
GK
3759
Graney & King
New York
$138K +$744 +1 +0.6%
EP
3760
Essential Partners
California
$138K +$64K +86 +91%
1IA
3761
1620 Investment Advisors
Massachusetts
$138K -$11.2K -15 -8%
POIA
3762
Pin Oak Investment Advisors
Texas
$135K +$6.7K +9 +5%
FLP
3763
Financial Life Planners
Arizona
$134K -$764K -1,027 -85%
AFWM
3764
Abich Financial Wealth Management
Virginia
$134K +$130K +175 New
SA
3765
Strategic Advocates
Utah
$132K +$129K +173 New
HWA
3766
Heartwood Wealth Advisors
Virginia
$131K +$128K +172 New
HHMI
3767
Howard Hughes Medical Institute
Maryland
$130K – – –
PWM
3768
Proathlete Wealth Management
Florida
$129K -$2.23K -3 -2%
S
3769
Sachetta
Massachusetts
$127K -$15.6K -21 -11%
CNBT
3770
Cornerstone National Bank & Trust
Illinois
$127K -$41.7K -56 -25%
RWS
3771
Retirement Wealth Solutions
Wisconsin
$125K +$11.2K +15 +10%
FIM
3772
FWL Investment Management
Texas
$124K -$18.6K -25 -13%
BCM
3773
Boreal Capital Management
Florida
$121K – – –
RWM
3774
Rialto Wealth Management
New York
$121K -$5.95K -8 -5%
SC
3775
Swan Capital
Florida
$118K +$1.49K +2 +1%
149 150
151
152 153