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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
2001
Capital Investment Counsel (Colorado)
Colorado
$3.52M -$4.09K -4 -0.1%
MCI
2002
MRP Capital Investments
Georgia
$3.52M -$46K -45 -2%
KIG
2003
Kessler Investment Group
Indiana
$3.51M -$18.4K -18 -0.6%
EWA
2004
Exit Wealth Advisors
Georgia
$3.5M +$2.99M +2,922 New
PPWM
2005
Paragon Private Wealth Management
Kentucky
$3.5M -$49K -48 -2%
NCM
2006
NCM Capital Management
New Jersey
$3.49M -$15.3K -15 -0.5%
WIA
2007
Wealthedge Investment Advisors
New York
$3.49M -$1.55M -1,521 -34%
BWFA
2008
Baltimore-Washington Financial Advisors
Maryland
$3.49M +$375K +367 +14%
PFA
2009
Pathway Financial Advisers
Indiana
$3.47M +$103K +101 +4%
BB
2010
Berkshire Bank
Massachusetts
$3.46M -$195K -191 -6%
NAG
2011
Northstar Advisory Group
New Jersey
$3.45M +$2.25M +2,205 +328%
PFGIA
2012
Patriot Financial Group Insurance Agency
Massachusetts
$3.45M -$664K -650 -18%
KAS
2013
KPP Advisory Services
Kentucky
$3.44M -$470K -460 -14%
FBC
2014
Fairfield, Bush & Co
Connecticut
$3.44M +$32.7K +32 +1%
DLA
2015
Douglas Lane & Associates
New York
$3.43M +$213K +208 +8%
SIM
2016
SWP Investment Management
Ohio
$3.43M +$102K +100 +4%
LIP
2017
Lighthouse Investment Partners
Florida
$3.43M +$2.92M +2,857 New
PPW
2018
Parcion Private Wealth
Washington
$3.43M +$106K +104 +4%
CSPIA
2019
Cary Street Partners Investment Advisory
Virginia
$3.42M +$54.2K +53 +2%
CA
2020
Cornerstone Advisory
Maryland
$3.42M +$129K +126 +5%
EP
2021
Essential Planning
New Hampshire
$3.42M +$11.2K +11 +0.4%
SAA
2022
Southeast Asset Advisors
Georgia
$3.42M – – –
FMTC
2023
Farmers & Merchants Trust Company
California
$3.41M +$45K +44 +2%
LWM
2024
Lyell Wealth Management
California
$3.41M +$126K +123 +5%
MWM
2025
M3 Wealth Management
Ohio
$3.4M +$2.9M +2,836 New
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