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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1976
JBF Capital
Colorado
$3.6M – – –
MWM
1977
Massachusetts Wealth Management
Massachusetts
$3.6M – – –
TPI
1978
Trust Point Inc
Wisconsin
$3.59M +$270K +264 +10%
RPWA
1979
Regent Peak Wealth Advisors
Georgia
$3.59M +$123K +120 +4%
HA
1980
Huntleigh Advisors
Missouri
$3.58M +$109K +107 +4%
LI
1981
LRI Investments
Florida
$3.58M -$6.13K -6 -0.2%
VPI
1982
Value Partners Investments
Manitoba, Canada
$3.56M -$41.9K -41 -1%
SP
1983
SmartHarvest Portfolios
Washington
$3.56M +$137K +134 +5%
SAM
1984
Sagewood Asset Management
New York
$3.55M +$335K +328 +12%
AGA
1985
Accuvest Global Advisors
Utah
$3.55M +$1.54M +1,512 +103%
WCM
1986
Whitener Capital Management
North Carolina
$3.55M +$1.34M +1,309 +79%
BLC
1987
Blue Line Capital
Illinois
$3.55M +$3.02M +2,956 New
CIM
1988
Contravisory Investment Management
Massachusetts
$3.54M -$57.2K -56 -2%
VWM
1989
Vermillion Wealth Management
Minnesota
$3.54M -$407K -398 -12%
MC
1990
Mirabaud & Cie
Switzerland
$3.54M -$4.61M -4,513 -60%
BWM
1991
Bullock Wealth Management
Indiana
$3.53M +$3.03M +2,962 New
CICC
1992
Capital Investment Counsel (Colorado)
Colorado
$3.52M -$4.09K -4 -0.1%
MCI
1993
MRP Capital Investments
Georgia
$3.52M -$46K -45 -2%
KIG
1994
Kessler Investment Group
Indiana
$3.51M -$18.4K -18 -0.6%
EWA
1995
Exit Wealth Advisors
Georgia
$3.5M +$2.99M +2,922 New
PPWM
1996
Paragon Private Wealth Management
Kentucky
$3.5M -$49K -48 -2%
NCM
1997
NCM Capital Management
New Jersey
$3.49M -$15.3K -15 -0.5%
WIA
1998
Wealthedge Investment Advisors
New York
$3.49M -$1.55M -1,521 -34%
BWFA
1999
Baltimore-Washington Financial Advisors
Maryland
$3.49M +$375K +367 +14%
PFA
2000
Pathway Financial Advisers
Indiana
$3.47M +$103K +101 +4%
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