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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
SIMM
2001
Stillwater Investment Management (Minnesota)
Minnesota
$329K +$600 +2 +0.2%
FL
2002
Fort LP
Maryland
$329K +$305K +1,015 New
HC
2003
Hamilton Capital
Ohio
$328K -$37.5K -125 -11%
LF
2004
Lee Financial
Texas
$328K +$14.4K +48 +5%
HL
2005
HeadInvest LLC
Maine
$327K -$9.01K -30 -3%
PO
2006
Private Ocean
California
$327K – – –
TFF
2007
The Family Firm
Maryland
$327K +$901 +3 +0.3%
AIM
2008
Avity Investment Management
Connecticut
$326K – – –
MIM
2009
Montgomery Investment Management
Maryland
$325K – – –
KJHP
2010
K.J. Harrison & Partners
Ontario, Canada
$325K +$300K +1,000 New
SOAG
2011
Silver Oak Advisory Group
Oregon
$324K -$27.9K -93 -9%
TFO
2012
Tarbox Family Office
California
$324K -$5.7K -19 -2%
CAM
2013
Cacti Asset Management
Georgia
$324K – – –
CT
2014
Clearstead Trust
Maine
$324K – – –
JWBC
2015
J.W. Burns & Co
New York
$324K – – –
MWM
2016
Mascoma Wealth Management
New Hampshire
$324K – – –
MCM
2017
Mendel Capital Management
Arkansas
$324K – – –
PWM
2018
PRW Wealth Management
Massachusetts
$324K – – –
SC
2019
Searle & Co
Connecticut
$324K – – –
CCG
2020
Ceeto Capital Group
Florida
$324K +$300K +1,000 New
SAS
2021
Sanford Advisory Services
Michigan
$323K – – –
HWM
2022
Hemington Wealth Management
Virginia
$323K +$5.1K +17 +2%
DA
2023
Drake & Associates
Wisconsin
$321K +$297K +989 New
FWA
2024
FSM Wealth Advisors
Ohio
$320K +$317K +1,057 New
CPA
2025
Capital Planning Advisors
California
$319K +$26.4K +88 +10%