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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
2001
Texas Capital Bancshares
Texas
$1.03M – – –
AAM
2002
Azzad Asset Management
Virginia
$1.03M +$364K +623 +54%
MAP
2003
Moody Aldrich Partners
Massachusetts
$1.03M -$71.2K -122 -6%
GSIAS
2004
Garden State Investment Advisory Services
New Jersey
$1.03M +$273K +468 +36%
FFG
2005
Fortem Financial Group
California
$1.03M +$58.4K +100 +6%
EVM
2006
Evelyn V. Moreno
$1.03M – – –
AB
2007
Atlas Brown
Kentucky
$1.03M – – –
WAG
2008
Winthrop Advisory Group
Massachusetts
$1.02M -$4.67K -8 -0.5%
VF
2009
Vawter Financial
Ohio
$1.02M +$15.8K +27 +2%
CCA
2010
Cobblestone Capital Advisors
New York
$1.02M -$58.4K -100 -5%
FFBTD
2011
First Financial Bank - Trust Division
Ohio
$1.02M -$5.84K -10 -0.6%
GC
2012
Gilbert & Cook
Iowa
$1.02M -$47.3K -81 -4%
WWM
2013
Whalen Wealth Management
Nevada
$1.02M +$1.02M +1,742 New
BFW
2014
Brady Family Wealth
Missouri
$1.01M -$57.8K -99 -5%
PMFA
2015
Plante Moran Financial Advisors
Michigan
$1.01M +$130K +222 +15%
VCM
2016
Virtue Capital Management
Tennessee
$1.01M +$1.75K +3 +0.2%
ARG
2017
Advisory Resource Group
Oklahoma
$1.01M +$653K +1,118 +183%
CMI
2018
Clare Market Investments
Texas
$1.01M +$16.3K +28 +2%
LWM
2019
Lakeridge Wealth Management
Ohio
$1.01M +$1.01M +1,726 New
SCM
2020
Seascape Capital Management
New Hampshire
$1.01M -$1.75K -3 -0.2%
CCM
2021
Canal Capital Management
Virginia
$1.01M +$18.7K +32 +2%
RCM
2022
Riverpark Capital Management
New York
$1M +$429K +735 +74%
CNB
2023
Camden National Bank
Maine
$1M -$23.9K -41 -2%
FFO
2024
Fiduciary Family Office
Florida
$1M +$1M +1,717 New
RWA
2025
River Wealth Advisors
Pennsylvania
$1M +$487K +835 +95%
79 80
81
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