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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1101
Belpointe Asset Management
Nevada
$756K +$80.3K +538 +14%
BRM
1102
Boston Research & Management
Massachusetts
$755K – – –
JIC
1103
Joel Isaacson & Co
New York
$754K -$31.8K -213 -5%
AG
1104
AlphaSimPlex Group
Massachusetts
$750K -$189K -1,266 -22%
BFM
1105
Boston Financial Management
Massachusetts
$750K – – –
CCG
1106
Chatham Capital Group
Georgia
$750K +$14.9K +100 +2%
PWP
1107
Principle Wealth Partners
Connecticut
$750K +$376K +2,520 +131%
FBFS
1108
First Business Financial Services
Wisconsin
$749K +$59.4K +398 +10%
VCM
1109
Vigilant Capital Management
Maine
$749K +$70.8K +474 +12%
HP
1110
HT Partners
Connecticut
$748K +$9.11K +61 +1%
BTW
1111
Boston Trust Walden
Massachusetts
$746K +$16.1K +108 +3%
BMA
1112
Brooks Moore & Associates
Tennessee
$743K – – –
SWM
1113
SVA Wealth Management
Wisconsin
$742K +$11K +74 +2%
9WM
1114
9258 Wealth Management
Ohio
$738K +$11.9K +80 +2%
SFG
1115
StrategIQ Financial Group
Indiana
$738K +$46.9K +314 +8%
FAIM
1116
Financial Advocates Investment Management
Washington
$736K +$25.5K +171 +4%
LWAM
1117
Legacy Wealth Asset Management
Minnesota
$736K +$651K +4,359 New
DP
1118
Dearborn Partners
Illinois
$735K +$78.4K +525 +14%
FNBTCON
1119
First National Bank & Trust Co of Newtown
Pennsylvania
$734K – – –
SCM
1120
Salem Capital Management
Massachusetts
$733K – – –
FWP
1121
FAS Wealth Partners
Kansas
$729K -$1.49K -10 -0.2%
CFS
1122
CRA Financial Services
New Jersey
$729K +$7.62K +51 +1%
CAGAS
1123
Capital Advisory Group Advisory Services
Minnesota
$726K +$265K +1,776 +70%
BIC
1124
Beach Investment Counsel
Pennsylvania
$719K – – –
CS
1125
Capital Square
Tennessee
$719K +$2.69K +18 +0.4%
43 44
45
46 47