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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
2001
Heritage Wealth Management (Arizona)
Arizona
$1.76M -$151K -189 -9%
HFO
2002
Heritage Family Offices
Arizona
$1.76M +$1.55M +1,942 New
WWM
2003
Westwood Wealth Management
California
$1.76M +$260K +325 +20%
ITFISA
2004
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.75M +$292K +365 +23%
SSW
2005
Stone Summit Wealth
Florida
$1.75M -$8K -10 -0.5%
FIM
2006
Fruth Investment Management
Texas
$1.75M – – –
LGA
2007
Lebenthal Global Advisors
New York
$1.75M +$194K +243 +14%
GHAM
2008
Gilman Hill Asset Management
Connecticut
$1.75M -$703K -879 -31%
TA
2009
TFB Advisors
Kansas
$1.75M +$150K +187 +11%
EL
2010
Essex LLC
Illinois
$1.75M +$44.8K +56 +3%
SWS
2011
SYSTM Wealth Solutions
Illinois
$1.75M -$119K -149 -7%
BWP
2012
Barlow Wealth Partners
Kentucky
$1.75M – – –
AF
2013
Affiance Financial
Minnesota
$1.74M +$68K +85 +5%
DSCM
2014
Del-Sette Capital Management
New York
$1.74M +$1.54M +1,925 New
DS
2015
DRW Securities
Illinois
$1.74M -$3.51M -4,392 -70%
OAS
2016
Optivise Advisory Services
Tennessee
$1.74M +$1.54M +1,923 New
RDWM
2017
Red Door Wealth Management
Tennessee
$1.74M +$75.2K +94 +5%
MCWA
2018
Meadow Creek Wealth Advisors
Georgia
$1.74M -$1.79M -2,240 -54%
FNBOH
2019
First National Bank of Hutchinson
Kansas
$1.74M -$48K -60 -3%
JSC
2020
J. Stern & Co
United Kingdom
$1.73M +$1.53M +1,910 New
FCA
2021
FinTrust Capital Advisors
South Carolina
$1.73M -$78.4K -98 -5%
PP
2022
Pingora Partners
Wyoming
$1.72M – – –
WB
2023
Webster Bank
Connecticut
$1.72M -$69.6K -87 -4%
MWA
2024
MN Wealth Advisors
Kansas
$1.72M -$6.4K -8 -0.4%
OFW
2025
Omnia Family Wealth
Florida
$1.71M +$35.2K +44 +2%
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