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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1976
Manchester Capital Management
Vermont
$273K -$12.9K -50 -5%
OBGC
1977
O'Brien Greene & Co
Pennsylvania
$273K -$257 -1 -0.1%
PFG
1978
PAX Financial Group
Texas
$272K -$125K -485 -34%
CCM
1979
Cribstone Capital Management
Maine
$272K -$16.7K -65 -6%
NF
1980
Nikulski Financial
Iowa
$272K -$12.9K -50 -5%
BDWM
1981
Brewin Dolphin Wealth Management
Ireland
$272K – – –
HCMG
1982
Howard Capital Management Group
California
$271K – – –
TPWM
1983
Twelve Points Wealth Management
Massachusetts
$271K +$11.3K +44 +5%
GG
1984
Greenwood Gearhart
Arkansas
$270K – – –
UIA
1985
UBP Investment Advisors
Switzerland
$270K +$1.96M +7,632 +382%
TWM
1986
Titus Wealth Management
California
$268K -$136K -530 -36%
CA
1987
Claro Advisors
Massachusetts
$268K – – –
WWA
1988
WC Walker & Associates
California
$267K – – –
BG
1989
Benedetti & Gucer
Georgia
$267K +$22.1K +86 +10%
OCM
1990
Orion Capital Management
California
$267K +$34.5K +134 +17%
YWP
1991
YorkBridge Wealth Partners
New York
$267K +$240K +932 New
ACM
1992
AUA Capital Management
Pennsylvania
$266K +$77.2K +300 +48%
EMG
1993
ETF Managers Group
New Jersey
$264K -$160K -622 -41%
PWA
1994
Physician Wealth Advisors
Utah
$264K – – –
FWM
1995
Fairhaven Wealth Management
Illinois
$264K +$5.92K +23 +3%
HFS
1996
Heritage Financial Services
Massachusetts
$263K -$18K -70 -7%
SFA
1997
Souders Financial Advisors
Ohio
$263K -$3.35K -13 -1%
BA
1998
Ballast Advisors
Minnesota
$263K – – –
PFWA
1999
Paces Ferry Wealth Advisors
Georgia
$262K – – –
GEA
2000
Glen Eagle Advisors
New Jersey
$261K -$1.8K -7 -0.8%