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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1976
Mechanics Financial Corp
Ohio
$476K – – –
CWMU
1977
Caliber Wealth Management (Utah)
Utah
$475K +$461K +1,299 New
PWM
1978
Provident Wealth Management
Tennessee
$474K -$5.67K -16 -1%
AA
1979
AlphaMark Advisors
Kentucky
$474K -$70.9K -200 -13%
VHAM
1980
Van Hulzen Asset Management
California
$473K +$458K +1,293 New
IWA
1981
Intercontinental Wealth Advisors
Texas
$472K – – –
JWM
1982
Janiczek Wealth Management
Colorado
$472K +$230K +648 +97%
BIA
1983
BHK Investment Advisors
Alabama
$471K +$233K +657 +104%
CWA
1984
Clarus Wealth Advisors
Arizona
$469K +$1.06K +3 +0.2%
SCM
1985
Seascape Capital Management
New Hampshire
$469K -$23.4K -66 -5%
IP
1986
Ignite Planners
California
$468K +$2.84K +8 +0.6%
SPP
1987
Single Point Partners
Massachusetts
$468K +$7.09K +20 +2%
FCA
1988
FLC Capital Advisors
California
$468K -$6.38K -18 -1%
ATWA
1989
Arbor Trust Wealth Advisors
Michigan
$467K -$1.77K -5 -0.4%
DIM
1990
Delta Investment Management
California
$467K +$12.4K +35 +3%
FNBOH
1991
First National Bank of Hutchinson
Kansas
$466K -$7.8K -22 -2%
PGA
1992
Portland Global Advisors
Maine
$464K -$29.1K -82 -6%
CCT
1993
Chemung Canal Trust
New York
$463K – – –
SPWM
1994
Spartan Planning & Wealth Management
North Carolina
$463K -$30.5K -86 -6%
EM
1995
Excalibur Management
Massachusetts
$462K – – –
TFP
1996
Tilia Fiduciary Partners
North Carolina
$461K -$75.5K -213 -14%
CWM
1997
Cedar Wealth Management
California
$461K -$145K -410 -25%
WA
1998
Wealth Architects
California
$461K -$17K -48 -4%
AAM
1999
Azzad Asset Management
Virginia
$460K -$3.81M -10,757 -90%
MA
2000
MBA Advisors
Pennsylvania
$458K – – –
78 79
80
81 82