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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1401
IFP Advisors
Florida
$757K -$147K -579 -18%
MCM
1402
Marathon Capital Management
Maryland
$756K -$241K -951 -26%
AWM
1403
Altavista Wealth Management
North Carolina
$755K – – –
TSS
1404
Thomas Story & Son
Indiana
$754K – – –
SWA
1405
SFMG Wealth Advisors
Texas
$752K +$19.8K +78 +3%
MWM
1406
Minot Wealth Management
Massachusetts
$752K +$36K +142 +6%
TAM
1407
Taurus Asset Management
New York
$751K – – –
B
1408
Barings
North Carolina
$749K -$16.5K -65 -2%
EGA
1409
E&G Advisors
Texas
$746K – – –
WPC
1410
Wedmont Private Capital
Pennsylvania
$741K +$752K +2,967 New
BAM
1411
Barrett Asset Management
New York
$739K +$304K +1,200 +81%
SW
1412
SteelPeak Wealth
California
$738K -$141K -555 -17%
PWLP
1413
Prio Wealth Limited Partnership
Massachusetts
$738K -$27.1K -107 -4%
PFS
1414
Physicians Financial Services
North Carolina
$737K – – –
TA
1415
Trellis Advisors
Washington
$735K -$2.03K -8 -0.3%
WP
1416
WealthPLAN Partners
Nebraska
$735K +$194K +766 +34%
APP
1417
Avantax Planning Partners
Iowa
$732K +$165K +649 +32%
CAI
1418
Capital Advisors Inc
Oklahoma
$731K -$25.9K -102 -4%
GKWIM
1419
Gerber Kawasaki Wealth & Investment Management
California
$730K +$24.3K +96 +4%
CIR
1420
Clear Investment Research
Georgia
$726K – – –
ACS
1421
Archford Capital Strategies
Illinois
$725K +$16K +63 +2%
TH
1422
TCTC Holdings
Texas
$719K -$761 -3 -0.1%
CBFP
1423
Cedar Brook Financial Partners
Ohio
$717K +$86.2K +340 +15%
BCM
1424
Becker Capital Management
Oregon
$712K -$51.2K -202 -7%
MPW
1425
Monterey Private Wealth
California
$712K – – –
55 56
57
58 59