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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
1901
AGF Investments LLC
Ontario, Canada
$318K -$566K -2,200 -66%
KOC
1902
Koss-Olinger Consulting
Florida
$318K -$203K -787 -42%
SAM
1903
SignalPoint Asset Management
Missouri
$316K – – –
PWAG
1904
Polaris Wealth Advisory Group
California
$314K +$1.8K +7 +0.7%
PA
1905
PFG Advisors
Arizona
$313K -$2.57K -10 -0.9%
SOAG
1906
Silver Oak Advisory Group
Oregon
$313K – – –
SIG
1907
Sky Investment Group
Connecticut
$313K – – –
PCMC
1908
Private Capital Management (Colorado)
Colorado
$312K +$18K +70 +7%
KA
1909
Klingman & Associates
New York
$312K +$25.2K +98 +10%
LSWM
1910
Lorne Steinberg Wealth Management
Canada
$311K – – –
BDF
1911
Black Diamond Financial
Maryland
$309K -$36.8K -143 -12%
SF
1912
Summit Financial
New Jersey
$309K +$257 +1 +0.1%
SHFA
1913
SS&H Financial Advisors
Michigan
$308K +$277K +1,076 New
WH
1914
Willner & Heller
California
$306K +$1.03K +4 +0.4%
RWM
1915
RKL Wealth Management
Pennsylvania
$305K +$66.4K +258 +32%
SPP
1916
Single Point Partners
Massachusetts
$305K +$79.5K +309 +41%
DC
1917
DeDora Capital
California
$305K +$274K +1,064 New
HFM
1918
Hartford Funds Management
Pennsylvania
$303K +$273K +1,061 New
SRSA
1919
S.R. Schill & Associates
Washington
$302K -$742K -2,883 -73%
WWM
1920
WT Wealth Management
Arizona
$301K – – –
TCBWMS
1921
Texas Capital Bank Wealth Management Services
Texas
$301K +$270K +1,050 New
AFG
1922
Albion Financial Group
Utah
$300K -$6.18K -24 -2%
CPSAC
1923
Chas P. Smith & Associates (CPS)
Florida
$300K +$12.4K +48 +5%
RB
1924
Renasant Bank
Mississippi
$300K +$270K +1,049 New
SP
1925
Successful Portfolios
Florida
$299K -$4.89K -19 -2%
75 76
77
78 79