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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2001
Heritage Wealth Advisors
Virginia
$796K – – –
BMCM
2002
Burns Matteson Capital Management
New York
$795K +$4.64K +9 +0.6%
PFG
2003
Prosperity Financial Group
California
$793K +$27.3K +53 +4%
LIM
2004
Lathrop Investment Management
Arkansas
$793K +$9.28K +18 +1%
MJP
2005
Michael J. Puzo
$792K -$219K -425 -22%
HVP
2006
Hudson Value Partners
Florida
$789K -$3.61K -7 -0.5%
FAM
2007
Flaharty Asset Management
Florida
$788K +$63.9K +124 +9%
NFGCM
2008
Norman Fields Gottscho Capital Management
New York
$784K – – –
GFPC
2009
Global Financial Private Client
Florida
$775K +$515 +1 +0.1%
CBB
2010
Citizens Business Bank
California
$767K -$141K -273 -16%
PCM
2011
Pointe Capital Management
Michigan
$764K -$15.5K -30 -2%
VCM
2012
Virtue Capital Management
Tennessee
$763K – – –
LA
2013
LexAurum Advisors
Kansas
$763K -$347K -674 -32%
PMG
2014
ProVise Management Group
Florida
$762K -$1.22M -2,363 -62%
CIP
2015
Convergence Investment Partners
Florida
$762K +$9.28K +18 +1%
CAM
2016
CenterStar Asset Management
Illinois
$762K -$367K -713 -33%
CPA
2017
Capital Planning Advisors
California
$762K – – –
RMAM
2018
Raab & Moskowitz Asset Management
New Jersey
$760K – – –
TIA
2019
Traphagen Investment Advisors
New Jersey
$759K -$22.7K -44 -3%
MSFP
2020
Mark Sheptoff Financial Planning
Connecticut
$757K – – –
PVAMC
2021
PPS&V Asset Management Consultants
Michigan
$755K +$6.7K +13 +0.9%
HS
2022
HighVista Strategies
Massachusetts
$752K +$721K +1,400 New
SAM
2023
Summit Asset Management
Tennessee
$751K -$10.3K -20 -1%
WA1
2024
Wimmer Associates 1
California
$749K +$56.7K +110 +9%
EFM
2025
E Fund Management
China
$749K -$67.5K -131 -9%
79 80
81
82 83