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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
2001
Glen Eagle Advisors
New Jersey
$261K -$1.8K -7 -0.8%
CWM
2002
Cordatus Wealth Management
Pennsylvania
$261K -$23.4K -91 -9%
NWM
2003
Northwest Wealth Management
Iowa
$260K +$30.9K +120 +15%
GWANC
2004
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$234K +908 New
OIA
2005
Optimum Investment Advisors
Illinois
$258K -$103K -400 -31%
CSWG
2006
Cardinal Strategic Wealth Guidance
Kentucky
$258K -$12.9K -50 -5%
BPFA
2007
Barnes Pettey Financial Advisors
Mississippi
$258K – – –
BMC
2008
Benin Management Corp
Connecticut
$258K – – –
SWM
2009
Sculati Wealth Management
Michigan
$258K – – –
PWS
2010
Peloton Wealth Strategists
Indiana
$258K +$232K +900 New
CPA
2011
Capital Planning Advisors
California
$257K -$1.54K -6 -0.7%
BWP
2012
Baldwin Wealth Partners
Massachusetts
$256K – – –
RWM
2013
Reston Wealth Management
Virginia
$256K +$3.35K +13 +1%
PPW
2014
Pinnacle Private Wealth
Massachusetts
$256K +$31.4K +122 +16%
LWM
2015
Liberty Wealth Management
California
$255K +$515 +2 +0.2%
HI
2016
Hudock Inc
Pennsylvania
$254K -$164K -639 -42%
TAIM
2017
TD Ameritrade Investment Management
Nebraska
$254K -$16K -62 -7%
AHC
2018
Adell Harriman & Carpenter
Texas
$253K -$311K -1,210 -58%
ML
2019
McAdam LLC
Pennsylvania
$252K -$18.3K -71 -7%
BA
2020
Bridgewater Advisors
New York
$252K +$14.7K +57 +7%
APF
2021
Alaska Permanent Fund
Alaska
$251K -$71.3K -277 -24%
RPCA
2022
Running Point Capital Advisors
California
$251K +$4.12K +16 +2%
AC
2023
Avestar Capital
New York
$251K +$32.9K +128 +17%
BSSFA
2024
Baron Silver Stevens Financial Advisors
Florida
$251K +$226K +879 New
DIA
2025
Dean Investment Associates
Ohio
$249K – – –
79 80
81
82 83