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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
2001
Widmann Financial Services
Maryland
$417K – – –
LSIA
2002
LaSalle St. Investment Advisors
Illinois
$416K +$64.8K +192 +19%
CAMV
2003
Concord Asset Management (Virginia)
Virginia
$415K +$407K +1,208 New
ATWA
2004
Arbor Trust Wealth Advisors
Michigan
$414K -$23.6K -70 -5%
TCM
2005
Triumph Capital Management
Colorado
$414K +$111K +329 +38%
TWA
2006
Talisman Wealth Advisors
New Jersey
$413K +$62.7K +186 +18%
PWS
2007
Peloton Wealth Strategists
Indiana
$413K +$102K +303 +34%
CBT
2008
CoreFirst Bank & Trust
Kansas
$412K – – –
RIG
2009
Renaissance Investment Group
Massachusetts
$412K – – –
SOS
2010
Silver Oak Securities
Tennessee
$411K -$53K -157 -12%
DWA
2011
Divergent Wealth Advisors
Utah
$410K +$1.69K +5 +0.4%
T
2012
TCWP
Ohio
$409K -$43.5K -129 -10%
TFCP
2013
Twin Focus Capital Partners
Massachusetts
$409K – – –
CC
2014
Courier Capital
New York
$409K -$3.04K -9 -0.8%
AAM
2015
Azzad Asset Management
Virginia
$408K -$22.6K -67 -5%
CA
2016
Calton & Associates
Florida
$408K -$264K -783 -40%
FPGK
2017
Financial Partners Group (Kansas)
Kansas
$408K +$3.37K +10 +0.8%
RVPG
2018
Relative Value Partners Group
$407K -$198K -588 -33%
DIM
2019
Delta Investment Management
California
$407K -$30.4K -90 -7%
TWA
2020
Tandem Wealth Advisors
Arizona
$407K -$12.8K -38 -3%
OL
2021
Optas LLC
Texas
$406K +$30K +89 +8%
VCP
2022
Verus Capital Partners
Arizona
$406K +$37.4K +111 +10%
TIA
2023
Traphagen Investment Advisors
New Jersey
$405K +$14.2K +42 +4%
TFA
2024
Triad Financial Advisors
North Carolina
$404K -$675 -2 -0.2%
MCM
2025
Monarch Capital Management
Indiana
$404K -$106K -313 -21%
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81
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