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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1826
Accel Wealth Management
Iowa
$37K +$33K +221 New
RIA
1827
RPG Investment Advisory
California
$36K -$1.19K -8 -4%
CFFP
1828
Center for Financial Planning
Michigan
$34K – – –
HWM
1829
Holloway Wealth Management
Florida
$34K – – –
SWM
1830
Sugarloaf Wealth Management
Georgia
$34K – – –
DWMG
1831
DB Wealth Management Group
California
$34K +$29.9K +200 New
RG
1832
Retirement Group
California
$33K -$9.41K -63 -24%
MWP
1833
Meridian Wealth Partners
Pennsylvania
$33K -$1.04K -7 -3%
ST
1834
Sageworth Trust
Pennsylvania
$33K +$21.5K +144 +288%
LGA
1835
Lebenthal Global Advisors
New York
$33K +$29.9K +200 New
PA
1836
Perennial Advisors
New York
$31K +$27.6K +185 New
NFSG
1837
Newbridge Financial Services Group
Florida
$30K +$2.99K +20 +13%
SFPG
1838
Stonebridge Financial Planning Group
Florida
$29K – – –
ME
1839
McIlrath & Eck
Washington
$27K – – –
CQS
1840
Credential Qtrade Securities
$26.3K – – –
MIFH
1841
Migdal Insurance & Financial Holdings
Israel
$26K -$597 -4 -3%
APWM
1842
Atlas Private Wealth Management
New York
$26K – – –
LTI
1843
Laffer Tengler Investments
Tennessee
$25.1K – – –
OAJ
1844
Ogorek Anthony Joseph
New York
$25K – – –
SSWG
1845
Seven Springs Wealth Group
Tennessee
$25K – – –
RCA
1846
Ranch Capital Advisors
Florida
$24K +$149 +1 +0.7%
FP
1847
Financial Perspectives
Minnesota
$23.1K -$297K -1,987 -94%
IFA
1848
Interactive Financial Advisors
Illinois
$22K – – –
TFA
1849
Toth Financial Advisory
Virginia
$22K – – –
TIM
1850
Tortoise Investment Management
New York
$21K -$3.73K -25 -17%
72 73
74
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