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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1976
Baldwin Wealth Partners
Massachusetts
$1.87M +$761K +846 +67%
JWCA
1977
J.W. Coons Advisors
Ohio
$1.87M -$4.5K -5 -0.2%
SFS
1978
Summit Financial Strategies
Ohio
$1.86M +$9.89K +11 +0.5%
CCP
1979
Clarity Capital Partners
California
$1.86M +$1.61M +1,795 +583%
AWA
1980
Archvest Wealth Advisors
California
$1.86M – – –
BCM
1981
Boltwood Capital Management
California
$1.86M -$63.8K -71 -3%
CTC
1982
Cetera Trust Company
Minnesota
$1.86M – – –
WC
1983
Westhampton Capital
North Carolina
$1.85M -$121K -135 -6%
AWAG
1984
ARS Wealth Advisors Group
Florida
$1.85M +$18K +20 +1%
UL
1985
Unionview LLC
Washington
$1.85M – – –
WCAMG
1986
Woodard & Company Asset Management Group
North Carolina
$1.85M +$43.2K +48 +2%
CH
1987
Canton Hathaway
Rhode Island
$1.85M – – –
CP
1988
CenterBook Partners
Connecticut
$1.85M -$5.96M -6,629 -76%
WP
1989
Wealthspan Partners
Iowa
$1.84M – – –
KIG
1990
Kennedy Investment Group
New Jersey
$1.84M +$187K +208 +11%
B
1991
Bellecapital
Switzerland
$1.83M -$916K -1,019 -33%
TI
1992
TrueMark Investments
Illinois
$1.83M -$182K -202 -9%
OL
1993
OneFund LLC
Florida
$1.83M -$16.2K -18 -0.9%
4WM
1994
44 Wealth Management
Oregon
$1.83M +$1.82M +2,028 New
WIM
1995
Westside Investment Management
California
$1.83M -$180K -200 -9%
KMC
1996
Kirr Marbach & Co
Indiana
$1.83M – – –
CWS
1997
Cypress Wealth Services
California
$1.83M -$63.8K -71 -3%
BWP
1998
Barlow Wealth Partners
Kentucky
$1.82M – – –
GKWIM
1999
Gerber Kawasaki Wealth & Investment Management
California
$1.82M +$175K +195 +10%
ALAM
2000
Asahi Life Asset Management
Japan
$1.82M +$97.1K +108 +6%
78 79
80
81 82