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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2001
CCM Investment Advisers
South Carolina
$418K -$5.06K -15 -1%
WFS
2002
Widmann Financial Services
Maryland
$417K – – –
LSIA
2003
LaSalle St. Investment Advisors
Illinois
$416K +$64.8K +192 +19%
CAMV
2004
Concord Asset Management (Virginia)
Virginia
$415K +$407K +1,208 New
ATWA
2005
Arbor Trust Wealth Advisors
Michigan
$414K -$23.6K -70 -5%
TCM
2006
Triumph Capital Management
Colorado
$414K +$111K +329 +38%
TWA
2007
Talisman Wealth Advisors
New Jersey
$413K +$62.7K +186 +18%
PWS
2008
Peloton Wealth Strategists
Indiana
$413K +$102K +303 +34%
CBT
2009
CoreFirst Bank & Trust
Kansas
$412K – – –
RIG
2010
Renaissance Investment Group
Massachusetts
$412K – – –
SOS
2011
Silver Oak Securities
Tennessee
$411K -$53K -157 -12%
DWA
2012
Divergent Wealth Advisors
Utah
$410K +$1.69K +5 +0.4%
T
2013
TCWP
Ohio
$409K -$43.5K -129 -10%
TFCP
2014
Twin Focus Capital Partners
Massachusetts
$409K – – –
CC
2015
Courier Capital
New York
$409K -$3.04K -9 -0.8%
AAM
2016
Azzad Asset Management
Virginia
$408K -$22.6K -67 -5%
CA
2017
Calton & Associates
Florida
$408K -$264K -783 -40%
FPGK
2018
Financial Partners Group (Kansas)
Kansas
$408K +$3.37K +10 +0.8%
RVPG
2019
Relative Value Partners Group
$407K -$198K -588 -33%
DIM
2020
Delta Investment Management
California
$407K -$30.4K -90 -7%
TWA
2021
Tandem Wealth Advisors
Arizona
$407K -$12.8K -38 -3%
OL
2022
Optas LLC
Texas
$406K +$30K +89 +8%
VCP
2023
Verus Capital Partners
Arizona
$406K +$37.4K +111 +10%
TIA
2024
Traphagen Investment Advisors
New Jersey
$405K +$14.2K +42 +4%
TFA
2025
Triad Financial Advisors
North Carolina
$404K -$675 -2 -0.2%
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