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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1951
McDonald Partners
Ohio
$365K – – –
CA
1952
Claro Advisors
Massachusetts
$363K +$45.6K +152 +16%
WH
1953
Willner & Heller
California
$362K +$2.1K +7 +0.6%
AHB
1954
Abner Herrman & Brock
New Jersey
$362K +$335K +1,116 New
HWA
1955
HCR Wealth Advisors
California
$361K – – –
CWM
1956
Connecticut Wealth Management
Connecticut
$360K -$9.61K -32 -3%
CHJWM
1957
Carlton Hofferkamp & Jenks Wealth Management
Texas
$359K -$9.01K -30 -3%
AC
1958
Avestar Capital
New York
$359K +$69.3K +231 +26%
WTA
1959
Washington Trust Advisors
Massachusetts
$358K -$98.8K -329 -23%
LWM
1960
Liberty Wealth Management
California
$356K +$61.8K +206 +23%
CBA
1961
Coastal Bridge Advisors
Connecticut
$355K +$37.5K +125 +13%
CT
1962
Columbia Trust
Oregon
$352K -$66K -220 -17%
LSWM
1963
Lorne Steinberg Wealth Management
Canada
$352K – – –
NC
1964
NBW Capital
Massachusetts
$352K +$326K +1,086 New
CWC
1965
Carolinas Wealth Consulting
North Carolina
$352K +$12.4M +41,198 +6,252%
DC
1966
DeDora Capital
California
$350K +$4.8K +16 +2%
CAMG
1967
CWA Asset Management Group
Florida
$350K +$88K +293 +37%
CCFM
1968
Clear Creek Financial Management
Washington
$348K +$95.5K +318 +42%
PHS
1969
Pekin Hardy Strauss
Illinois
$347K +$20.4K +68 +7%
NWA
1970
Navis Wealth Advisors
New York
$347K +$101K +335 +46%
MCM
1971
Mainstay Capital Management
Michigan
$346K +$9.61K +32 +3%
NWM
1972
Northwest Wealth Management
Iowa
$346K +$47.4K +158 +17%
SF
1973
Summit Financial
New Jersey
$346K -$3.6K -12 -1%
SRSA
1974
S.R. Schill & Associates
Washington
$342K – – –
AFPL
1975
Advus Financial Partners, LLC
Florida
$341K +$25.2K +84 +9%
77 78
79
80 81