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Eli Lilly

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