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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1951
Clearstead Trust
Maine
$286K
CBT
1952
CoreFirst Bank & Trust
Kansas
$286K
DAM
1953
Doheny Asset Management
California
$286K
JWBC
1954
J.W. Burns & Co
New York
$286K
MCM
1955
Mendel Capital Management
Arkansas
$286K
MIM
1956
Montgomery Investment Management
Maryland
$286K
PWM
1957
PRW Wealth Management
Massachusetts
$286K
SC
1958
Searle & Co
Connecticut
$286K
TAM
1959
Todd Asset Management
Kentucky
$286K
MWM
1960
Mascoma Wealth Management
New Hampshire
$286K +$55.1K +214 +27%
SAS
1961
Sanford Advisory Services
Michigan
$285K
STA
1962
Summit Trail Advisors
New York
$285K +$257 +1 +0.1%
LCP
1963
Legacy Capital Partners
Wisconsin
$284K -$6.43K -25 -2%
LA
1964
LVW Advisors
New York
$281K -$772 -3 -0.3%
AWAP
1965
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$281K
HWM
1966
Hemington Wealth Management
Virginia
$281K +$252K +980 New
GCM
1967
Gables Capital Management
Florida
$280K
CAM
1968
Concorde Asset Management
Michigan
$279K +$251K +976 New
CBA
1969
Coastal Bridge Advisors
Connecticut
$278K +$57.1K +222 +30%
ZIG
1970
Zullo Investment Group
Pennsylvania
$277K -$25.7K -100 -9%
LF
1971
Lee Financial
Texas
$277K -$257 -1 -0.1%
FNWM
1972
Financial Network Wealth Management
Utah
$277K
AFPL
1973
Advus Financial Partners, LLC
Florida
$277K +$249K +966 New
OPOWM
1974
One Plus One Wealth Management
Florida
$275K
SL
1975
Stevard LLC
Illinois
$275K