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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1976
Private Capital Group
Connecticut
$340K -$160K -533 -34%
AFG
1977
Albion Financial Group
Utah
$340K – – –
RCG
1978
Regatta Capital Group
California
$339K -$45K -150 -13%
CPSAC
1979
Chas P. Smith & Associates (CPS)
Florida
$339K – – –
BFS
1980
Beacon Financial Strategies
North Carolina
$338K – – –
SP
1981
Successful Portfolios
Florida
$338K – – –
BMCM
1982
Burns Matteson Capital Management
New York
$338K – – –
GWS
1983
Glassman Wealth Services
Virginia
$337K -$101K -336 -24%
QFA
1984
Quantum Financial Advisors
California
$337K +$333K +1,108 New
BSSFA
1985
Baron Silver Stevens Financial Advisors
Florida
$336K +$47.4K +158 +18%
IFA
1986
Index Fund Advisors
California
$336K +$311K +1,035 New
CCIA
1987
Campbell & Co Investment Adviser
Maryland
$334K -$2.02M -6,743 -87%
KA
1988
Klingman & Associates
New York
$334K -$18K -60 -6%
AIP
1989
Ahrens Investment Partners
Louisiana
$334K – – –
ES
1990
Eagle Strategies
New York
$333K – – –
CVM
1991
Cheviot Value Management
California
$332K – – –
MA
1992
MJP Associates
Connecticut
$332K +$50.1K +167 +19%
SOS
1993
Silver Oak Securities
Tennessee
$332K +$72K +240 +31%
JF
1994
Joule Financial
Kentucky
$332K +$308K +1,025 New
RWM
1995
RKL Wealth Management
Pennsylvania
$331K -$12.9K -43 -4%
AWM
1996
Aberdeen Wealth Management
Illinois
$331K – – –
DLHL
1997
Donald L. Hagan LLC
Florida
$331K – – –
AP
1998
Adero Partners
California
$330K +$5.1K +17 +2%
OL
1999
Optas LLC
Texas
$330K +$56.4K +188 +23%
IIC
2000
Integrated Investment Consultants
Michigan
$329K -$57.9K -193 -16%
78 79
80
81 82