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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Liberty Wealth Management
California
$354K -$317 -1 -0.1%
NCM
2002
Noesis Capital Mangement
Florida
$351K -$42.1K -133 -11%
CT
2003
Columbia Trust
Oregon
$351K – – –
GWS
2004
Glassman Wealth Services
Virginia
$351K +$15.5K +49 +5%
BDF
2005
Black Diamond Financial
Maryland
$349K -$30.1K -95 -8%
DC
2006
DeDora Capital
California
$349K +$317 +1 +0.1%
MP
2007
McDonald Partners
Ohio
$348K -$15.8K -50 -4%
WH
2008
Willner & Heller
California
$346K -$14.3K -45 -4%
NWA
2009
Navis Wealth Advisors
New York
$346K – – –
MA
2010
MJP Associates
Connecticut
$346K +$14.3K +45 +4%
SNB
2011
Security National Bank
Nebraska
$345K -$36.8K -116 -10%
VAG
2012
VisionPoint Advisory Group
Texas
$345K +$25K +79 +8%
TA
2013
TrueWealth Advisors
Alabama
$344K -$48.5K -153 -13%
KA
2014
Klingman & Associates
New York
$343K +$10.5K +33 +3%
HC
2015
Hamilton Capital
Ohio
$343K +$16.2K +51 +5%
AHC
2016
Adell Harriman & Carpenter
Texas
$342K +$63.4K +200 +23%
RWP
2017
Ridgecrest Wealth Partners
California
$340K -$31.7K -100 -9%
AFG
2018
Albion Financial Group
Utah
$339K – – –
HCM
2019
Hollencrest Capital Management
California
$338K +$35.2K +111 +12%
IDA
2020
Intelligence Driven Advisers
California
$338K +$117K +369 +57%
CWP
2021
Capital Wealth Planning
Florida
$338K +$134K +424 +68%
BFS
2022
Beacon Financial Strategies
North Carolina
$337K – – –
OL
2023
Optas LLC
Texas
$337K +$6.97K +22 +2%
DU
2024
Delphia (USA)
Ontario, Canada
$336K -$636K -2,006 -66%
FWA
2025
FSM Wealth Advisors
Ohio
$336K -$5.39K -17 -2%
79 80
81
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