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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
4176
Balance Wealth
Ohio
$205K +$34.5K +34 +18%
VFIC
4177
Valley Forge Investment Consultants
Pennsylvania
$205K – – –
SEA
4178
Stegent Equity Advisors
Texas
$205K -$158K -156 -41%
MRP
4179
Measured Risk Portfolios
California
$205K – – –
OFG
4180
Opulen Financial Group
Virginia
$205K +$14.2K +14 +7%
RW
4181
Rockport Wealth
Ohio
$205K +$226K +223 New
DP
4182
Denver PWM
Colorado
$205K +$219K +216 New
SIA
4183
Spectrum Investment Advisors
Wisconsin
$205K +$9.12K +9 +4%
PFW
4184
Petros Family Wealth
Minnesota
$204K -$228K -225 -50%
4WM
4185
4J Wealth Management
Virginia
$204K – – –
AWP
4186
Accretive Wealth Partners
New Jersey
$204K – – –
DCM
4187
Dimension Capital Management
Florida
$204K +$7.1K +7 +3%
KC
4188
Knuff & Co
California
$203K -$65.9K -65 -23%
MPG
4189
My Portfolio Guide
California
$203K +$224K +221 New
EPA
4190
Element Pointe Advisors
Florida
$202K – – –
OS
4191
Objectivity Squared
South Carolina
$201K -$30.4K -30 -12%
PF
4192
Parker Financial
Washington
$201K +$222K +219 New
MSRI
4193
Michael S. Ryan Inc
New York
$201K +$5.07K +5 +2%
LCM
4194
LCM Capital Management
Illinois
$201K +$10.1K +10 +5%
BFS
4195
Burkett Financial Services
South Carolina
$200K -$15.2K -15 -6%
NWMP
4196
Noble Wealth Management PBC
Colorado
$197K +$18.2K +18 +9%
ADEF
4197
ABS Direct Equity Fund
Connecticut
$194K +$203K +200 New
MUMSS
4198
Mitsubishi UFJ Morgan Stanley Securities
Japan
$192K -$88.2K -87 -29%
MAS
4199
MPWM Advisory Solutions
Georgia
$190K +$3.04K +3 +1%
PJC
4200
Phillip James Consulting
Minnesota
$190K +$210K +207 New
166 167
168
169 170