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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2001
Peoples Bank (Ohio)
Ohio
$1.79M -$253K -305 -12%
GSIAS
2002
Garden State Investment Advisory Services
New Jersey
$1.79M -$272K -328 -12%
MCM
2003
Marathon Capital Management
Maryland
$1.78M -$57.1K -69 -3%
6F
2004
626 Financial
Michigan
$1.78M – – –
WBWA
2005
William B. Walkup & Associates
South Carolina
$1.78M – – –
LIA
2006
LS Investment Advisors
Michigan
$1.78M +$16.6K +20 +0.9%
WFC
2007
Western Financial Corp
California
$1.77M -$1.33M -1,610 -41%
FFP
2008
FourThought Financial Partners
Florida
$1.77M +$1.9M +2,297 New
MSF
2009
Mustard Seed Financial
Arkansas
$1.77M +$1.66K +2 +0.1%
TF
2010
Trek Financial
Arizona
$1.77M +$322K +389 +20%
DIM
2011
Delta Investment Management
California
$1.77M +$463K +559 +32%
MCM
2012
MV Capital Management
Maryland
$1.77M -$4.97K -6 -0.3%
NF
2013
Nvest Financial
New Hampshire
$1.76M +$628K +758 +50%
TGAM
2014
TBH Global Asset Management
Tennessee
$1.76M +$91.1K +110 +5%
TT
2015
TI-Trust
Illinois
$1.76M +$124K +150 +7%
BWP
2016
Baldwin Wealth Partners
Massachusetts
$1.75M +$128K +154 +7%
CBT
2017
Central Bank & Trust
Kentucky
$1.74M +$4.97K +6 +0.3%
AA
2018
Ancora Advisors
Ohio
$1.74M +$43.1K +52 +2%
RSC
2019
Red Spruce Capital
Pennsylvania
$1.74M -$27.3K -33 -1%
SPI
2020
Sutton Place Investors
New York
$1.74M -$16.6K -20 -0.9%
AA
2021
Auxano Advisors
Washington
$1.74M +$479K +578 +35%
LCM
2022
Liberty Capital Management
Michigan
$1.74M +$82.8K +100 +5%
CCP
2023
Clarity Capital Partners
California
$1.73M +$117K +141 +7%
SI
2024
Scharf Investments
California
$1.73M +$618K +746 +50%
WCF
2025
West Coast Financial
California
$1.73M -$10.8K -13 -0.6%
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