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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
2001
EMFO LLC
Florida
$457K – – –
MIM
2002
Miller Investment Management
Pennsylvania
$457K – – –
FNBSF
2003
First National Bank Sioux Falls
South Dakota
$456K – – –
BONH
2004
Bank of New Hampshire
New Hampshire
$455K +$18.1K +51 +4%
ALAM
2005
Asahi Life Asset Management
Japan
$454K -$220K -620 -33%
TW
2006
TrinityPoint Wealth
Connecticut
$451K +$5.32K +15 +1%
PP
2007
Pegasus Partners
Wisconsin
$451K – – –
CIA
2008
CCM Investment Advisers
South Carolina
$450K -$67K -189 -13%
AIA
2009
Angeles Investment Advisors
California
$450K +$436K +1,230 New
PWM
2010
PBMares Wealth Management
Virginia
$448K -$145K -408 -25%
TWA
2011
Tandem Wealth Advisors
Arizona
$447K +$434K +1,223 New
GCM
2012
Gladius Capital Management
Illinois
$447K -$203K -572 -32%
RWPA
2013
Richard W. Paul & Associates
Michigan
$446K +$433K +1,220 New
GIA
2014
GHP Investment Advisors
Colorado
$446K -$2.13K -6 -0.5%
WTA
2015
Washington Trust Advisors
Massachusetts
$446K -$84.4K -238 -16%
TCWM
2016
Total Clarity Wealth Management
Illinois
$444K +$8.86K +25 +2%
WFS
2017
Widmann Financial Services
Maryland
$444K -$21.3K -60 -5%
RCG
2018
Regatta Capital Group
California
$444K +$6.38K +18 +2%
PA
2019
PFG Advisors
Arizona
$444K +$18.8K +53 +5%
FUBT
2020
First United Bank & Trust
Maryland
$443K – – –
RIG
2021
Renaissance Investment Group
Massachusetts
$439K -$142K -400 -25%
WA1
2022
Wimmer Associates 1
California
$439K -$14.2K -40 -3%
CWA
2023
CM Wealth Advisors
Ohio
$439K – – –
CBT
2024
CoreFirst Bank & Trust
Kansas
$439K – – –
HWA
2025
HCR Wealth Advisors
California
$439K +$4.25K +12 +1%
79 80
81
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