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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2001
Tempus Wealth Planning
California
$1.82M -$17.9K -24 -1%
SCM
2002
Sunbeam Capital Management
Georgia
$1.82M +$45.4K +61 +3%
LCM
2003
Liberty Capital Management
Michigan
$1.81M +$3.72K +5 +0.2%
KA
2004
Klingman & Associates
New York
$1.81M +$108K +145 +6%
VC
2005
Veracity Capital
Georgia
$1.81M -$46.9K -63 -3%
SWM
2006
Sculati Wealth Management
Michigan
$1.79M +$161K +216 +10%
WIM
2007
Westside Investment Management
California
$1.79M +$147K +198 +9%
BSI
2008
Bennett Selby Investments
Maine
$1.79M +$537K +722 +45%
LWA
2009
Lineweaver Wealth Advisors
Ohio
$1.79M -$304K -408 -15%
TSW
2010
Thompson Siegel & Walmsley
Virginia
$1.79M -$13.4K -18 -0.8%
CCP
2011
Cunning Capital Partners
North Carolina
$1.79M – – –
BWM
2012
BigSur Wealth Management
Florida
$1.79M +$104K +140 +6%
CH
2013
Cromwell Holdings
Wyoming
$1.78M – – –
SA
2014
Sovran Advisors
California
$1.78M +$328K +441 +26%
WI
2015
WrapManager Inc
California
$1.78M -$496K -666 -22%
MP
2016
Mangrove Partners
Connecticut
$1.78M +$1.74M +2,335 New
FDW
2017
Fourth Dimension Wealth
Ohio
$1.78M -$38.7K -52 -2%
FFS
2018
Fischer Financial Services
Pennsylvania
$1.78M -$15.6K -21 -0.9%
EIA
2019
Edgemoor Investment Advisors
Maryland
$1.78M +$960K +1,290 +124%
TF
2020
Tenon Financial
New Jersey
$1.78M – – –
WA
2021
Westfuller Advisors
New York
$1.77M +$545K +732 +46%
HI
2022
Human Investing
Oregon
$1.77M -$3.72K -5 -0.2%
SP
2023
Symmetry Partners
Connecticut
$1.77M +$283K +380 +20%
MCM
2024
Mainstream Capital Management
California
$1.77M +$14.9K +20 +0.9%
BAM
2025
Bosun Asset Management
Illinois
$1.76M -$103K -138 -6%
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