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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
4051
Columbus Macro
Pennsylvania
$360K – – –
I
4052
InterCapital
Texas
$360K – – –
HTWM
4053
Hartmann Taylor Wealth Management
Texas
$360K – – –
OCFG
4054
O'Connor Financial Group
Illinois
$359K +$26.6K +26 +10%
VW
4055
Veridan Wealth
Oregon
$358K +$16.3K +16 +6%
MF
4056
Montis Financial
Massachusetts
$356K +$9.2K +9 +3%
SHFA
4057
SC&H Financial Advisors
Maryland
$355K – – –
IAS
4058
Investment Advisory Services
Texas
$355K +$3.06K +3 +1%
HA
4059
HFG Advisors
Ohio
$354K -$126K -123 -29%
CB
4060
Chris Bulman
California
$353K +$300K +294 New
HFG
4061
Harborfront Financial Group
Michigan
$353K +$300K +294 New
JWM
4062
JDH Wealth Management
California
$353K -$4.09K -4 -1%
BWCS
4063
Beirne Wealth Consulting Services
Connecticut
$353K – – –
BBWP
4064
Beacon Bridge Wealth Partners
Pennsylvania
$353K +$58.2K +57 +24%
SHIM
4065
Stone House Investment Management
Pennsylvania
$352K +$209K +205 +230%
FWM
4066
Fonville Wealth Management
Virginia
$352K +$43.9K +43 +17%
KLI
4067
Kelman-Lazarov Inc
Tennessee
$350K -$2.04K -2 -0.7%
CCA
4068
Corps Capital Advisors
Texas
$350K +$60.3K +59 +25%
OFG
4069
Orcam Financial Group
California
$350K +$298K +292 New
MAG
4070
MRA Advisory Group
New Jersey
$350K -$755K -739 -72%
MWM
4071
Momentous Wealth Management
Washington
$349K +$35.8K +35 +14%
FRA
4072
Front Row Advisors
California
$349K – – –
VFA
4073
Values First Advisors
Tennessee
$349K -$138K -135 -32%
MTIM
4074
Marathon Trading Investment Management
Pennsylvania
$348K -$215K -210 -42%
FB
4075
First Bancorp
Maine
$348K -$26.6K -26 -8%
161 162
163
164 165