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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
2001
Arrowroot Family Office
California
$619K +$839 +2 +0.2%
CA
2002
Calton & Associates
Florida
$619K +$54.9K +131 +11%
WE
2003
Wealth Effects
Massachusetts
$619K +$4.19K +10 +0.8%
DU
2004
Delphia (USA)
Ontario, Canada
$619K -$44K -105 -7%
ML
2005
McAdam LLC
Pennsylvania
$618K +$164K +390 +42%
LAM
2006
LifePro Asset Management
California
$618K -$304K -724 -35%
TFCP
2007
Twin Focus Capital Partners
Massachusetts
$616K +$51.6K +123 +10%
HC
2008
Hamilton Capital
Ohio
$614K -$24.3K -58 -4%
ZF
2009
Zhang Financial
Michigan
$613K -$7.55K -18 -1%
FCFC
2010
First Commonwealth Financial Corp
Pennsylvania
$613K – – –
KA
2011
Klingman & Associates
New York
$612K +$90.6K +216 +20%
EB
2012
Exchange Bank
California
$612K +$547K +1,304 New
JHCP
2013
Jackson Hole Capital Partners
Oklahoma
$611K -$20.1K -48 -4%
CAL
2014
Capital Advisors Ltd
Ohio
$611K +$259K +617 +90%
CFG
2015
CKW Financial Group
Hawaii
$611K +$294K +700 +116%
GTAM
2016
Global Trust Asset Management
Florida
$611K – – –
PWM
2017
Provident Wealth Management
Tennessee
$610K +$1.68K +4 +0.3%
LF
2018
Lee Financial
Texas
$608K +$128K +306 +31%
HMS
2019
Hanseatic Management Services
New Mexico
$608K +$498K +1,187 +1,079%
WQ
2020
Wealth Quarterback
New Jersey
$607K -$26.8K -64 -5%
WA1
2021
Wimmer Associates 1
California
$603K – – –
AA
2022
AlphaMark Advisors
Kentucky
$602K -$6.29K -15 -1%
SAM
2023
S.A. Mason
Michigan
$601K – – –
MW
2024
MBL Wealth
North Carolina
$601K +$169K +402 +46%
WTA
2025
Washington Trust Advisors
Massachusetts
$601K +$7.13K +17 +1%
79 80
81
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