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Eli Lilly
LLY

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