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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1301
Keebeck Wealth Management
Illinois
$288K +$255K +2,200 New
FAM
1302
Formidable Asset Management
Ohio
$287K – – –
MRCM
1303
M&R Capital Management
New Jersey
$287K – – –
FPCG
1304
Fort Pitt Capital Group
Pennsylvania
$285K +$31.6K +273 +14%
CPA
1305
Court Place Advisors
Maryland
$284K – – –
MWM
1306
Modera Wealth Management
New Jersey
$283K -$59.6K -514 -19%
HZ
1307
Hixon Zuercher
Ohio
$283K +$249K +2,150 New
VA
1308
Valmark Advisers
Ohio
$282K +$6.03K +52 +2%
WG
1309
Welch Group
Alabama
$282K +$41.1K +355 +20%
IC
1310
Inverness Counsel
New York
$280K – – –
FP
1311
Financial Perspectives
Minnesota
$279K +$246K +2,124 New
AAMA
1312
Advanced Asset Management Advisors
Ohio
$279K -$6.96K -60 -3%
BAM
1313
Brave Asset Management
New Jersey
$279K – – –
MCM
1314
McRae Capital Management
New Jersey
$279K – – –
C
1315
Certuity
Florida
$279K +$246K +2,121 New
TWP
1316
Tempus Wealth Planning
California
$277K +$245K +2,110 New
EW
1317
Evoke Wealth
California
$277K +$38.1K +329 +19%
MIM
1318
Marco Investment Management
Georgia
$276K -$1.97K -17 -0.8%
CC
1319
Cannell & Co
New York
$276K – – –
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$276K – – –
WCM
1321
Wedge Capital Management
North Carolina
$276K +$1.51K +13 +0.6%
ATFA
1322
All Terrain Financial Advisors
Minnesota
$274K – – –
CCT
1323
Country Club Trust
Missouri
$273K – – –
PWP
1324
Private Wealth Partners
California
$272K – – –
AAS
1325
Annex Advisory Services
Wisconsin
$271K -$6.61K -57 -3%
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