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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1976
Ellis Investment Partners
Pennsylvania
$643K +$151K +359 +36%
PWM
1977
Prentice Wealth Management
New York
$638K -$65K -155 -10%
KCM
1978
Kanawha Capital Management
Virginia
$638K +$3.77K +9 +0.7%
WP
1979
WealthPLAN Partners
Nebraska
$635K -$79.7K -190 -12%
FFS
1980
Founders Financial Securities
Maryland
$635K -$215K -512 -27%
RA
1981
Riverstone Advisors
Texas
$633K – – –
PMFA
1982
Plante Moran Financial Advisors
Michigan
$633K -$3.35K -8 -0.6%
TW
1983
TrinityPoint Wealth
Connecticut
$633K +$45.7K +109 +9%
MAG
1984
Mayfair Advisory Group
Alabama
$632K – – –
PFM
1985
Phillips Financial Management
Indiana
$631K +$187K +446 +50%
DSAM
1986
Dock Street Asset Management
Florida
$631K – – –
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
$631K +$98.6K +235 +21%
FAM
1988
Flaharty Asset Management
Florida
$630K -$10.1K -24 -2%
GAA
1989
Green Alpha Advisors
Colorado
$629K – – –
KIG
1990
Kennedy Investment Group
New Jersey
$627K -$2.1K -5 -0.4%
DBT
1991
Dubuque Bank & Trust
Iowa
$626K -$19.7K -47 -3%
OCM
1992
Orion Capital Management
California
$626K – – –
WCA
1993
Waypoint Capital Advisors
Minnesota
$625K +$4.19K +10 +0.8%
PI
1994
Pettee Investors
Connecticut
$624K – – –
EIA
1995
Edgemoor Investment Advisors
Maryland
$623K – – –
GSIAS
1996
Garden State Investment Advisory Services
New Jersey
$620K +$554K +1,322 New
MPW
1997
Monterey Private Wealth
California
$620K -$293K -698 -35%
MIA
1998
MainStreet Investment Advisors
Illinois
$620K -$11.7K -28 -2%
RFG
1999
RFP Financial Group
Georgia
$620K +$108K +258 +24%
AFO
2000
Arrowroot Family Office
California
$619K +$839 +2 +0.2%
78 79
80
81 82