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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
CQS
1976
Credential Qtrade Securities
$35.8K
FI
1977
Financial Insights
Washington
$35.6K +$31.1K +155 New
SL
1978
Savior LLC
Massachusetts
$35K -$23.5K -117 -43%
KC
1979
Knuff & Co
California
$34K -$20.1K -100 -40%
OAJ
1980
Ogorek Anthony Joseph
New York
$34K
JAM
1981
JCIC Asset Management
Ontario, Canada
$33K
RCA
1982
Ranch Capital Advisors
Florida
$33K
PCM
1983
Penserra Capital Management
California
$33K +$29.1K +145 New
FP
1984
Financial Perspectives
Minnesota
$31.4K
IFA
1985
Interactive Financial Advisors
Illinois
$30K
SWM
1986
Selective Wealth Management
Virginia
$27K -$10K -50 -30%
NC
1987
NewSquare Capital
Pennsylvania
$25K +$12.9K +64 +136%
ACA
1988
Atlas Capital Advisors
Wyoming
$24.6K +$8.44K +42 +65%
WLPWM
1989
Walled Lake Planning & Wealth Management
Illinois
$24K +$201 +1 +1%
RIA
1990
RPG Investment Advisory
California
$23K -$20.1K -100 -50%
EW
1991
Emerson Wealth
Michigan
$23K
PC
1992
Permanens Capital
New York
$23K
SC
1993
Steph & Co
Wisconsin
$23K
BFG
1994
Baron Financial Group
New Jersey
$23K
RWM
1995
Raffa Wealth Management
District of Columbia
$20.7K -$402 -2 -2%
M1FG
1996
Mach-1 Financial Group
Arkansas
$20K
WAS
1997
Winch Advisory Services
Wisconsin
$19K
CPFP
1998
Clear Perspectives Financial Planning
Ohio
$18K
FBT
1999
First Bank & Trust
South Dakota
$18K
SGAM
2000
Smith Group Asset Management
Texas
$17K -$32.3M -160,788 -100%