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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2001
Berkshire Bank
Massachusetts
$3.46M -$195K -191 -6%
NAG
2002
Northstar Advisory Group
New Jersey
$3.45M +$2.25M +2,205 +328%
PFGIA
2003
Patriot Financial Group Insurance Agency
Massachusetts
$3.45M -$664K -650 -18%
KAS
2004
KPP Advisory Services
Kentucky
$3.44M -$470K -460 -14%
FBC
2005
Fairfield, Bush & Co
Connecticut
$3.44M +$32.7K +32 +1%
DLA
2006
Douglas Lane & Associates
New York
$3.43M +$213K +208 +8%
SIM
2007
SWP Investment Management
Ohio
$3.43M +$102K +100 +4%
LIP
2008
Lighthouse Investment Partners
Florida
$3.43M +$2.92M +2,857 New
PPW
2009
Parcion Private Wealth
Washington
$3.43M +$106K +104 +4%
CSPIA
2010
Cary Street Partners Investment Advisory
Virginia
$3.42M +$54.2K +53 +2%
CA
2011
Cornerstone Advisory
Maryland
$3.42M +$129K +126 +5%
EP
2012
Essential Planning
New Hampshire
$3.42M +$11.2K +11 +0.4%
SAA
2013
Southeast Asset Advisors
Georgia
$3.42M – – –
FMTC
2014
Farmers & Merchants Trust Company
California
$3.41M +$45K +44 +2%
LWM
2015
Lyell Wealth Management
California
$3.41M +$126K +123 +5%
MWM
2016
M3 Wealth Management
Ohio
$3.4M +$2.9M +2,836 New
APWM
2017
Argonautica Private Wealth Management
Massachusetts
$3.4M -$93K -91 -3%
KWM
2018
Kingsman Wealth Management
Florida
$3.4M +$943K +923 +48%
CA
2019
Calton & Associates
Florida
$3.39M +$299K +293 +12%
PG
2020
Patten Group
Tennessee
$3.38M +$239K +234 +9%
TWM
2021
TRB Wealth Management
Texas
$3.38M -$1.62M -1,585 -36%
BMA
2022
Brooks Moore & Associates
Tennessee
$3.38M +$199K +195 +7%
EL
2023
Essex LLC
Illinois
$3.38M -$124K -121 -4%
NP
2024
Ninepoint Partners
Ontario, Canada
$3.37M +$2.07M +2,027 +259%
GCM
2025
Gables Capital Management
Florida
$3.36M +$45K +44 +2%
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