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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
1976
Cypress Capital Management (Delaware)
Delaware
$376K – – –
PA
1977
PFG Advisors
Arizona
$375K -$20.3K -64 -5%
MVA
1978
Mount Vernon Associates
Maryland
$373K – – –
NWM
1979
Northwest Wealth Management
Iowa
$373K +$28.2K +89 +8%
NG
1980
Northstar Group
New York
$372K – – –
CA
1981
Carson Advisory
Georgia
$371K -$50.4K -159 -12%
FWM
1982
Fingerlakes Wealth Management
New York
$371K -$6.65K -21 -2%
CHJWM
1983
Carlton Hofferkamp & Jenks Wealth Management
Texas
$370K – – –
TC
1984
Trust Company
Kansas
$368K -$1.27K -4 -0.4%
BWA
1985
Beam Wealth Advisors
Louisiana
$367K -$951 -3 -0.3%
ATIA
1986
American Trust Investment Advisors
New Hampshire
$366K -$3.8K -12 -1%
AIM
1987
Aurora Investment Managers
Florida
$365K – – –
CPSAC
1988
Chas P. Smith & Associates (CPS)
Florida
$364K +$25.3K +80 +8%
SP
1989
Successful Portfolios
Florida
$364K +$26K +82 +8%
TWM
1990
Thrive Wealth Management
Pennsylvania
$363K -$9.19K -29 -3%
CA
1991
Claro Advisors
Massachusetts
$363K – – –
CAMG
1992
CWA Asset Management Group
Florida
$363K +$13.6K +43 +4%
PHS
1993
Pekin Hardy Strauss
Illinois
$360K +$13.6K +43 +4%
SWM
1994
Segment Wealth Management
Texas
$358K -$29.1K -92 -8%
QFA
1995
Quantum Financial Advisors
California
$358K – – –
BWP
1996
Balboa Wealth Partners
Arizona
$357K +$349K +1,103 New
KJHP
1997
K.J. Harrison & Partners
Ontario, Canada
$356K +$31.7K +100 +10%
CWM
1998
Connecticut Wealth Management
Connecticut
$355K -$3.48K -11 -1%
SCA
1999
Stillwater Capital Advisors
Pennsylvania
$354K -$52.9K -167 -13%
LWM
2000
Liberty Wealth Management
California
$354K -$317 -1 -0.1%
78 79
80
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