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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2001
Noesis Capital Mangement
Florida
$351K -$42.1K -133 -11%
CT
2002
Columbia Trust
Oregon
$351K – – –
GWS
2003
Glassman Wealth Services
Virginia
$351K +$15.5K +49 +5%
BDF
2004
Black Diamond Financial
Maryland
$349K -$30.1K -95 -8%
DC
2005
DeDora Capital
California
$349K +$317 +1 +0.1%
MP
2006
McDonald Partners
Ohio
$348K -$15.8K -50 -4%
WH
2007
Willner & Heller
California
$346K -$14.3K -45 -4%
NWA
2008
Navis Wealth Advisors
New York
$346K – – –
MA
2009
MJP Associates
Connecticut
$346K +$14.3K +45 +4%
SNB
2010
Security National Bank
Nebraska
$345K -$36.8K -116 -10%
VAG
2011
VisionPoint Advisory Group
Texas
$345K +$25K +79 +8%
TA
2012
TrueWealth Advisors
Alabama
$344K -$48.5K -153 -13%
KA
2013
Klingman & Associates
New York
$343K +$10.5K +33 +3%
HC
2014
Hamilton Capital
Ohio
$343K +$16.2K +51 +5%
AHC
2015
Adell Harriman & Carpenter
Texas
$342K +$63.4K +200 +23%
RWP
2016
Ridgecrest Wealth Partners
California
$340K -$31.7K -100 -9%
AFG
2017
Albion Financial Group
Utah
$339K – – –
HCM
2018
Hollencrest Capital Management
California
$338K +$35.2K +111 +12%
IDA
2019
Intelligence Driven Advisers
California
$338K +$117K +369 +57%
CWP
2020
Capital Wealth Planning
Florida
$338K +$134K +424 +68%
BFS
2021
Beacon Financial Strategies
North Carolina
$337K – – –
OL
2022
Optas LLC
Texas
$337K +$6.97K +22 +2%
DU
2023
Delphia (USA)
Ontario, Canada
$336K -$636K -2,006 -66%
FWA
2024
FSM Wealth Advisors
Ohio
$336K -$5.39K -17 -2%
IFA
2025
Index Fund Advisors
California
$335K +$317 +1 +0.1%
79 80
81
82 83