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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1976
Ignite Planners
California
$258K +$264K +1,043 New
HWIS
1977
Hancock Whitney Investment Services
Louisiana
$257K +$236K +931 New
FCB
1978
First Command Bank
Texas
$256K – – –
AIP
1979
Almanack Investment Partners
Pennsylvania
$256K +$235K +927 New
WH
1980
Willner & Heller
California
$255K +$280K +1,104 New
DOA
1981
D'Orazio & Associates
Virginia
$254K +$42.6K +168 +22%
BA
1982
Ballast Advisors
Minnesota
$254K +$233K +920 New
GEA
1983
Glen Eagle Advisors
New Jersey
$254K -$15.7K -62 -6%
EA
1984
Echo45 Advisors
California
$253K +$232K +916 New
PFWA
1985
Paces Ferry Wealth Advisors
Georgia
$252K -$5.58K -22 -2%
RCG
1986
Rock Creek Group
District of Columbia
$252K +$12.4K +49 +6%
AAMA
1987
Advanced Asset Management Advisors
Ohio
$251K – – –
IC
1988
Inscription Capital
Texas
$250K +$229K +904 New
TPWM
1989
Twelve Points Wealth Management
Massachusetts
$250K +$229K +904 New
FAFN
1990
First Affirmative Financial Network
Colorado
$250K +$229K +905 New
FWM
1991
Fairhaven Wealth Management
Illinois
$249K -$2.28K -9 -1%
BMC
1992
Benin Management Corp
Connecticut
$249K – – –
SWM
1993
Sculati Wealth Management
Michigan
$249K – – –
BPFA
1994
Barnes Pettey Financial Advisors
Mississippi
$249K +$228K +900 New
CPA
1995
Capital Planning Advisors
California
$249K +$229K +902 New
ZF
1996
Zhang Financial
Michigan
$248K +$5.32K +21 +2%
BWP
1997
Baldwin Wealth Partners
Massachusetts
$247K +$19K +75 +9%
QWM
1998
Quaker Wealth Management
New Jersey
$247K +$227K +896 New
LWM
1999
Liberty Wealth Management
California
$246K -$15.2K -60 -6%
QT
2000
Quantamental Technologies
New York
$245K +$225K +887 New
78 79
80
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