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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3776
Threadgill Financial
Texas
$376K – – –
AWP
3777
Avid Wealth Partners
Texas
$376K +$16.3K +17 +5%
FPCP
3778
Fort Point Capital Partners
California
$376K +$348K +364 New
WA
3779
Winter & Associates
Minnesota
$375K +$334K +349 New
DI
3780
Disciplined Investments
Oklahoma
$375K +$14.3K +15 +4%
CFS
3781
Cannon Financial Strategists
Georgia
$374K – – –
WPW
3782
Watershed Private Wealth
Illinois
$374K – – –
BLWM
3783
Bucket List Wealth Management
Florida
$373K +$332K +347 New
RH
3784
RFG Holdings
Texas
$373K +$3.83K +4 +1%
OWM
3785
OneAscent Wealth Management
Alabama
$372K -$11.5K -12 -3%
BMM
3786
Berkshire Money Management
Massachusetts
$371K +$331K +346 New
SWA
3787
ShankerValleau Wealth Advisors
Illinois
$370K -$1.91K -2 -0.6%
VWM
3788
Verus Wealth Management
Wisconsin
$369K +$10.5K +11 +3%
KHCM
3789
Kirtland Hills Capital Management
Ohio
$369K – – –
AF
3790
Align Financial
Minnesota
$368K +$327K +342 New
LWM
3791
Lodestone Wealth Management
Washington
$367K -$24.9K -26 -7%
KWA
3792
Kellett Wealth Advisors
Ohio
$366K +$54.5K +57 +20%
VA
3793
Veratis Advisors
North Carolina
$366K +$336K +351 New
SFP
3794
SwitchPoint Financial Planning
Utah
$366K +$24.9K +26 +8%
BOSSRA
3795
B.O.S.S. Retirement Advisors
Utah
$366K -$360K -376 -53%
ACM
3796
Appalachian Capital Management
Ohio
$365K +$325K +340 New
PA
3797
Persium Advisors
Georgia
$365K +$325K +340 New
RWM
3798
Rockline Wealth Management
New York
$365K +$325K +340 New
SWA
3799
Strata Wealth Advisors
Texas
$365K +$325K +340 New
TC
3800
Tannin Capital
North Carolina
$365K +$325K +340 New
150 151
152
153 154