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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1976
Darwin Wealth Management
Florida
$274K
MCM
1977
Manchester Capital Management
Vermont
$273K -$12.9K -50 -5%
OBGC
1978
O'Brien Greene & Co
Pennsylvania
$273K -$257 -1 -0.1%
PFG
1979
PAX Financial Group
Texas
$272K -$125K -485 -34%
CCM
1980
Cribstone Capital Management
Maine
$272K -$16.7K -65 -6%
NF
1981
Nikulski Financial
Iowa
$272K -$12.9K -50 -5%
BDWM
1982
Brewin Dolphin Wealth Management
Ireland
$272K
HCMG
1983
Howard Capital Management Group
California
$271K
TPWM
1984
Twelve Points Wealth Management
Massachusetts
$271K +$11.3K +44 +5%
GG
1985
Greenwood Gearhart
Arkansas
$270K
UIA
1986
UBP Investment Advisors
Switzerland
$270K +$1.96M +7,632 +382%
TWM
1987
Titus Wealth Management
California
$268K -$136K -530 -36%
CA
1988
Claro Advisors
Massachusetts
$268K
WWA
1989
WC Walker & Associates
California
$267K
BG
1990
Benedetti & Gucer
Georgia
$267K +$22.1K +86 +10%
OCM
1991
Orion Capital Management
California
$267K +$34.5K +134 +17%
YWP
1992
YorkBridge Wealth Partners
New York
$267K +$240K +932 New
ACM
1993
AUA Capital Management
Pennsylvania
$266K +$77.2K +300 +48%
EMG
1994
ETF Managers Group
New Jersey
$264K -$160K -622 -41%
PWA
1995
Physician Wealth Advisors
Utah
$264K
FWM
1996
Fairhaven Wealth Management
Illinois
$264K +$5.92K +23 +3%
HFS
1997
Heritage Financial Services
Massachusetts
$263K -$18K -70 -7%
SFA
1998
Souders Financial Advisors
Ohio
$263K -$3.35K -13 -1%
BA
1999
Ballast Advisors
Minnesota
$263K
PFWA
2000
Paces Ferry Wealth Advisors
Georgia
$262K