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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
2001
Advisory Resource Group
Oklahoma
– -$398K -2,357 Closed
OWA
2002
One Wealth Advisors
California
– -$390K -2,307 Closed
RIA
2003
Regal Investment Advisors
Michigan
– -$333K -1,975 Closed
SL
2004
Stevard LLC
Illinois
– -$326K -1,930 Closed
ICP
2005
Interchange Capital Partners
Pennsylvania
– -$322K -1,912 Closed
SAM
2006
Shikiar Asset Management
New York
– -$305K -1,804 Closed
4WM
2007
44 Wealth Management
Oregon
– -$300K -1,778 Closed
CM
2008
Capula Management
Cayman Islands
– -$300K -1,776 Closed
AG
2009
AIA Group
Hong Kong
– -$339K -1,719 Closed
ER
2010
Enlightenment Research
Florida
– -$287K -1,699 Closed
LOAMU
2011
Lombard Odier Asset Management (USA)
New York
– -$274K -1,622 Closed
PWP
2012
Private Wealth Partners
California
– -$265K -1,569 Closed
KFA
2013
Krane Funds Advisors
New York
– -$264K -1,562 Closed
AA
2014
AQR Arbitrage
Connecticut
– -$260K -1,557 Closed
ATFA
2015
All Terrain Financial Advisors
Minnesota
– -$253K -1,500 Closed
WF
2016
WoodTrust Financial
Wisconsin
– -$230K -1,365 Closed
BCM
2017
Bluefin Capital Management
New York
– -$219K -1,300 Closed
AIM
2018
Alhambra Investment Management
Florida
– -$218K -1,294 Closed
RWM
2019
RKL Wealth Management
Pennsylvania
– -$213K -1,263 Closed
LF
2020
Lantz Financial
Illinois
– -$211K -1,249 Closed
GCP
2021
GSA Capital Partners
United Kingdom
– -$206K -1,221 Closed
AWM
2022
Aberdeen Wealth Management
Illinois
– -$201K -1,193 Closed
CT
2023
Clearstead Trust
Maine
– -$169K -1,000 Closed
FPGK
2024
Financial Partners Group (Kansas)
Kansas
– -$202K -996 Closed
GWM
2025
Greenhouse Wealth Management
Connecticut
– -$144K -852 Closed
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