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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4026
Persium Advisors
Georgia
$372K -$5.11K -5 -2%
JF
4027
Joule Financial
Kentucky
$372K – – –
CVA
4028
Central Valley Advisors
California
$372K -$1.02K -1 -0.3%
HF
4029
Holcombe Financial
Georgia
$371K +$316K +309 New
CCG
4030
Coastwise Capital Group
California
$370K +$315K +308 New
TLFA
4031
True Link Financial Advisors
California
$369K -$16.3K -16 -5%
VC
4032
Veery Capital
Delaware
$369K -$2.04K -2 -0.6%
PP
4033
Paladin Partners
Wisconsin
$369K – – –
WWMP
4034
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$369K +$21.5K +21 +7%
DSA
4035
Droms Strauss Advisors
Missouri
$368K +$43.9K +43 +16%
TPCM
4036
Templeton & Phillips Capital Management
Tennessee
$367K – – –
AGA
4037
Arkos Global Advisors
Texas
$367K -$195K -191 -38%
UWM
4038
USAdvisors Wealth Management
Minnesota
$367K +$6.51M +6,370 New
LAIC
4039
Lederer & Associates Investment Counsel
California
$366K – – –
ACM
4040
Ashford Capital Management
Delaware
$366K -$12.3K -12 -4%
CWA
4041
Cornerstone Wealth Advisors
Minnesota
$363K – – –
KAS
4042
Kemnay Advisory Services
New York
$363K +$11.2K +11 +4%
STB
4043
S&T Bank
Pennsylvania
$362K +$104K +102 +51%
SPM
4044
Symmetry Peak Management
Pennsylvania
$362K +$309K +302 New
OFS
4045
Opus Financial Solutions
Illinois
$361K +$308K +301 New
FA
4046
Fiducient Advisors
Illinois
$361K – – –
SCM
4047
Sterneck Capital Management
Missouri
$361K – – –
BWG
4048
Balanced Wealth Group
Ohio
$361K -$10.2K -10 -3%
AI
4049
Auour Investments
Massachusetts
$360K – – –
BFA
4050
Ballast Financial Advisors
Pennsylvania
$360K – – –
160 161
162
163 164