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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
2001
TrustCore Financial Services
Tennessee
$17K
MFM
2002
MD Financial Management
Ontario, Canada
$16K
WWMSC
2003
Wagner Wealth Management (South Carolina)
South Carolina
$16K
LB
2004
Legacy Bridge
Iowa
$15K
POIA
2005
Pin Oak Investment Advisors
Texas
$15K
EWM
2006
Edge Wealth Management
New York
$14K
Q
2007
QVR
California
$14K +$12.1K +60 New
KFP
2008
KB Financial Partners
New Jersey
$13K
ST
2009
Sageworth Trust
Pennsylvania
$11K
AWM
2010
AllSquare Wealth Management
New York
$11K +$10K +50 New
TCWA
2011
Ten Capital Wealth Advisors
Washington
$10K +$8.84K +44 New
BBL
2012
Beck Bode LLC
Massachusetts
$8K +$7.03K +35 New
HS
2013
Horan Securities
United States
$7K
SJIM
2014
St. Johns Investment Management
Florida
$7K
TF
2015
TimeScale Financial
Massachusetts
$7K
PAI
2016
Pittenger & Anderson Inc
Nebraska
$7K +$3.21K +16 +114%
NICM
2017
Neo Ivy Capital Management
New York
$6K -$138K -687 -96%
CCMW
2018
Cypress Capital Management (Wyoming)
Wyoming
$6K
LIM
2019
Longfellow Investment Management
Massachusetts
$5K -$1.7M -8,480 -100%
TFM
2020
TFC Financial Management
Massachusetts
$5K +$1.41K +7 +47%
BWL
2021
Bogart Wealth LLC
Virginia
$2K
CP
2022
Castleview Partners
Texas
$2K +$2.01K +10 New
WA
2023
WestEnd Advisors
North Carolina
$1.38K
AIA
2024
Arcadia Investment Advisors
Idaho
$1.38K +$1.21K +6 New
TFA
2025
Transamerica Financial Advisors
Florida
$1K -$2.21K -11 -73%