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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2001
Reston Wealth Management
Virginia
$244K +$507 +2 +0.2%
EAM
2002
Empirical Asset Management
Massachusetts
$243K +$223K +878 New
SMG
2003
Spectrum Management Group
Indiana
$242K -$73.5K -290 -25%
SFP
2004
Sweet Financial Partners
Minnesota
$241K +$222K +874 New
WI
2005
WrapManager Inc
California
$241K +$222K +874 New
COCM
2006
Charter Oak Capital Management
New Hampshire
$240K – – –
DIA
2007
Dean Investment Associates
Ohio
$240K – – –
FMB
2008
Field & Main Bank
Kentucky
$240K – – –
PAMG
2009
Patton Albertson Miller Group
Tennessee
$240K – – –
OWP
2010
Obermeyer Wealth Partners
Colorado
$240K +$221K +870 New
EIP
2011
Ellis Investment Partners
Pennsylvania
$238K +$28.1K +111 +15%
VWM
2012
Valley Wealth Managers
New Jersey
$238K +$218K +860 New
LA
2013
Legacy Advisors
Pennsylvania
$238K +$218K +861 New
RPCA
2014
Running Point Capital Advisors
California
$238K +$218K +861 New
RWP
2015
RWA Wealth Partners
Massachusetts
$238K +$218K +861 New
WW
2016
Waterfront Wealth
Kansas
$238K +$219K +863 New
ZIG
2017
Zuckerman Investment Group
Illinois
$238K +$219K +863 New
TPA
2018
Trivium Point Advisory
Connecticut
$237K +$217K +857 New
SFP
2019
Sterling Financial Planning
New Jersey
$235K – – –
AC
2020
Applied Capital
Arkansas
$235K +$215K +850 New
CA
2021
Callahan Advisors
Texas
$235K +$215K +850 New
NAMP
2022
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235K +$215K +850 New
GWM
2023
Greenhouse Wealth Management
Connecticut
$235K +$216K +852 New
BG
2024
Benedetti & Gucer
Georgia
$234K -$37.8K -149 -15%
SOW
2025
State of Wyoming
Wyoming
$234K -$507 -2 -0.2%
79 80
81
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