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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1901
Kelly Financial Services
Massachusetts
$153K – – –
SFO
1902
Standard Family Office
South Dakota
$151K -$1.02M -4,136 -86%
AA
1903
Addison Advisors
Vermont
$150K – – –
HR
1904
Howe & Rusling
New York
$149K -$1.73K -7 -1%
PFGIA
1905
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$28.1K +114 +21%
PWMG
1906
Prestige Wealth Management Group
New Jersey
$149K +$40.5K +164 +34%
TJHA
1907
Thomas J. Herzfeld Advisors
Florida
$148K – – –
TLFA
1908
True Link Financial Advisors
California
$147K – – –
ACM
1909
AUA Capital Management
Pennsylvania
$146K – – –
PGAM
1910
Princeton Global Asset Management
New Jersey
$144K – – –
LWA
1911
Lenox Wealth Advisors
New York
$144K +$1.73K +7 +1%
SWA
1912
SOA Wealth Advisors
New York
$142K +$71.6K +290 +89%
TCWM
1913
Total Clarity Wealth Management
Illinois
$142K +$152K +615 New
GAM
1914
Gemmer Asset Management
California
$140K – – –
PSB
1915
Piscataqua Savings Bank
New Hampshire
$139K -$10.1K -41 -6%
APC
1916
Aspire Private Capital
North Carolina
$139K – – –
GWMIA
1917
Global Wealth Management Investment Advisory
Florida
$139K – – –
CFG
1918
CKW Financial Group
Hawaii
$138K – – –
EWA
1919
Evolution Wealth Advisors
Florida
$136K -$22.7K -92 -14%
CA
1920
Crewe Advisors
Utah
$136K – – –
FWM
1921
Focused Wealth Management
New York
$136K – – –
CB
1922
CNB Bank
Pennsylvania
$135K – – –
TWM
1923
Tradition Wealth Management
Minnesota
$133K -$12.6K -51 -8%
WR
1924
WD Rutherford
Oregon
$132K – – –
IWP
1925
IAG Wealth Partners
Wisconsin
$130K +$8.14K +33 +6%
75 76
77
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