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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1926
Newbridge Financial Services Group
Florida
$129K +$99.5K +403 +257%
CAL
1927
Capital Advisors Ltd
Ohio
$125K – – –
JFA
1928
JNBA Financial Advisors
Minnesota
$125K – – –
EI
1929
Ellevest Inc
New York
$124K +$10.6K +43 +9%
FFA
1930
Freedman Financial Associates
Massachusetts
$121K – – –
SN
1931
Sittner & Nelson
Oregon
$121K – – –
KIG
1932
Kowal Investment Group
Wisconsin
$119K +$127K +516 New
ETI
1933
Enterprise Trust & Investment
California
$116K -$49.4K -200 -29%
AIM
1934
Arcadia Investment Management
Michigan
$116K – – –
MAWCM
1935
Mine & Arao Wealth Creation & Management
California
$116K – – –
AS
1936
Altshuler Shaham
Israel
$116K +$1.73K +7 +0%
WWM
1937
Wolff Wiese Magana
California
$116K +$3.21K +13 +3%
PP
1938
PrairieView Partners
Minnesota
$116K +$123K +500 New
WOSD
1939
WFA of San Diego
California
$111K +$118K +480 New
VCM
1940
Versant Capital Management
Arizona
$109K -$5.68K -23 -5%
CDIA
1941
Capital Directions Investment Advisors
Georgia
$109K – – –
CIAS
1942
CBIZ Investment Advisory Services
Ohio
$109K – – –
CG
1943
Cutler Group
California
$109K +$117K +474 New
BWM
1944
Baystate Wealth Management
Massachusetts
$108K +$1.97K +8 +2%
PCTC
1945
Perkins Coie Trust Company
Washington
$105K -$70.1K -284 -38%
JWM
1946
Janiczek Wealth Management
Colorado
$104K +$19.5K +79 +21%
SSC
1947
Syverson Strege & Co
Iowa
$104K +$29.6K +120 +36%
FPB
1948
First PREMIER Bank
South Dakota
$103K – – –
MFA
1949
McClarren Financial Advisors
Pennsylvania
$102K -$24.2K -98 -18%
AP
1950
Atwood & Palmer
Missouri
$102K +$9.87K +40 +10%
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78
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