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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
1101
TI-Trust
Illinois
$481K +$424K +3,660 New
CWM
1102
Confluence Wealth Management
Oregon
$480K – – –
KPW
1103
Kore Private Wealth
New York
$479K +$11K +95 +3%
DPI
1104
Diversified Portfolios Inc
Michigan
$479K +$24.3K +210 +6%
BWA
1105
Burt Wealth Advisors
Maryland
$477K -$5.8K -50 -1%
NSAM
1106
North Star Asset Management
Wisconsin
$476K – – –
PCG
1107
Private Capital Group
Connecticut
$475K +$106K +916 +34%
3C
1108
361 Capital
Colorado
$474K -$32.2K -278 -7%
WC
1109
Woodstock Corp
Massachusetts
$473K – – –
CPIG
1110
Chicago Partners Investment Group
Illinois
$471K +$33.3K +287 +9%
TW
1111
Towerpoint Wealth
California
$470K – – –
BWM
1112
Buckley Wealth Management
Nevada
$467K – – –
NQWM
1113
Northwest Quadrant Wealth Management
Oregon
$467K +$1.74K +15 +0.4%
FCBT
1114
First Citizens Bank & Trust
North Carolina
$464K +$5.56K +48 +1%
SFO
1115
Stokes Family Office
Louisiana
$464K +$409K +3,529 New
CIA
1116
CSat Investment Advisory
Michigan
$462K +$168K +1,447 +70%
FWM
1117
Frontier Wealth Management
Missouri
$460K -$42.8K -369 -10%
KFP
1118
KMG Fiduciary Partners
Ohio
$460K -$23.2K -200 -5%
AF
1119
Arrow Financial
New York
$458K -$216K -1,860 -35%
DP
1120
Dearborn Partners
Illinois
$458K – – –
MJP
1121
Michael J. Puzo
$458K – – –
SIM
1122
Sonora Investment Management
Arizona
$458K – – –
TI
1123
Tidal Investments
Wisconsin
$458K +$167K +1,445 +71%
EP
1124
Eudaimonia Partners
Tennessee
$455K +$401K +3,463 New
PBO
1125
Peoples Bank (Ohio)
Ohio
$453K -$11.7K -101 -3%
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45
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