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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1701
Alera Investment Advisors
Illinois
$1.6M -$114K -196 -7%
NERM
1702
New England Research & Management
Illinois
$1.59M +$610K +1,045 +62%
QWP
1703
Quotient Wealth Partners
Texas
$1.59M +$1.6M +2,733 New
TSS
1704
Thomas Story & Son
Indiana
$1.59M – – –
SPIS
1705
Steward Partners Investment Solutions
Oregon
$1.59M +$1.59M +2,724 New
MW
1706
Marcum Wealth
Ohio
$1.59M +$90.5K +155 +6%
WCM
1707
Washburn Capital Management
Florida
$1.58M +$343K +587 +28%
MA
1708
MCF Advisors
Kentucky
$1.58M +$22.2K +38 +1%
RPCONE
1709
Retirement Planning Company of New England
Rhode Island
$1.57M -$33.3K -57 -2%
MCCA
1710
Mill Creek Capital Advisors
Pennsylvania
$1.57M +$258K +442 +20%
SAM
1711
SP Asset Management
California
$1.57M +$2.92K +5 +0.2%
GAM
1712
Garrison Asset Management
Arkansas
$1.57M -$53.7K -92 -3%
GIA
1713
GHP Investment Advisors
Colorado
$1.57M -$544K -932 -26%
WFC
1714
Western Financial Corp
California
$1.57M -$53.7K -92 -3%
SRAM
1715
Spouting Rock Asset Management
Pennsylvania
$1.56M – – –
PCH
1716
PGIM Custom Harvest
New Jersey
$1.56M +$595K +1,019 +61%
MS
1717
Maven Securities
Jersey
$1.56M +$1.56M +2,676 New
LAM
1718
Lummis Asset Management
Texas
$1.56M +$1.56M +2,674 New
SM
1719
Sciencast Management
New Jersey
$1.55M +$802K +1,374 +106%
PPP
1720
Private Portfolio Partners
New Jersey
$1.55M +$28K +48 +2%
BCM
1721
Boltwood Capital Management
California
$1.55M -$140K -239 -8%
FFG
1722
Frisch Financial Group
New York
$1.54M +$51.4K +88 +3%
PTP
1723
Platform Technology Partners
New York
$1.54M -$35K -60 -3%
TAM
1724
Taurus Asset Management
New York
$1.54M – – –
RPWA
1725
Regent Peak Wealth Advisors
Georgia
$1.54M -$18.1K -31 -1%
67 68
69
70 71