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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2026
Raffa Wealth Management
District of Columbia
$20.1K -$740 -3 -3%
WAS
2027
Winch Advisory Services
Wisconsin
$19K
CPFP
2028
Clear Perspectives Financial Planning
Ohio
$18K
FBT
2029
First Bank & Trust
South Dakota
$18K
SGAM
2030
Smith Group Asset Management
Texas
$17K
MFM
2031
MD Financial Management
Ontario, Canada
$16K
POIA
2032
Pin Oak Investment Advisors
Texas
$15K
EWM
2033
Edge Wealth Management
New York
$14K
JWA
2034
JFS Wealth Advisors
Pennsylvania
$12K +$13.3K +54 New
IWA
2035
IBEX Wealth Advisors
New Jersey
$9K +$9.38K +38 New
SL
2036
Savior LLC
Massachusetts
$8K -$29.1K -118 -77%
PAI
2037
Pittenger & Anderson Inc
Nebraska
$7K
SJIM
2038
St. Johns Investment Management
Florida
$7K
TF
2039
TimeScale Financial
Massachusetts
$7K
CCMW
2040
Cypress Capital Management (Wyoming)
Wyoming
$6K
DWP
2041
Destiny Wealth Partners
Florida
$6K +$5.92K +24 New
CFA
2042
Cahill Financial Advisors
Minnesota
$6K +$6.91K +28 New
LIM
2043
Longfellow Investment Management
Massachusetts
$5K
TFM
2044
TFC Financial Management
Massachusetts
$5K
TFA
2045
Toth Financial Advisory
Virginia
$4K +$4.69K +19 New
BWL
2046
Bogart Wealth LLC
Virginia
$2K
KA
2047
Kozak & Associates
Colorado
$2K +$1.73K +7 New
RTL
2048
Red Tortoise LLC
Georgia
$2K +$1.73K +7 New
CP
2049
Corbenic Partners
Pennsylvania
$2K +$2.47K +10 New
MG
2050
MilWealth Group
Wisconsin
$1.62K +$1.73K +7 New