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Eli Lilly

Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
2026
Spectrum Asset Management (California)
California
$234K +$214K +846 New
PWM
2027
Provident Wealth Management
Tennessee
$234K +$215K +847 New
PIA
2028
Powell Investment Advisors
Florida
$234K +$215K +848 New
DWM
2029
Darwin Wealth Management
Florida
$233K +$254 +1 +0.1%
ACM
2030
Ashford Capital Management
Delaware
$233K +$214K +843 New
HCM
2031
Hollencrest Capital Management
California
$233K +$214K +843 New
TRIA
2032
Trail Ridge Investment Advisors
Colorado
$233K +$214K +843 New
PWA
2033
Physician Wealth Advisors
Utah
$232K
CCB
2034
Cutter & Co Brokerage
Missouri
$232K +$213K +840 New
DA
2035
Detalus Advisors
Missouri
$232K +$213K +841 New
FC
2036
Forte Capital
New York
$231K -$18.3K -72 -8%
BFIM
2037
Beese Fulmer Investment Management
Ohio
$231K +$212K +837 New
PIM
2038
Penobscot Investment Management
Massachusetts
$229K +$210K +830 New
MFA
2039
Morling Financial Advisors
California
$228K +$210K +827 New
BA
2040
Bridgewater Advisors
New York
$227K +$209K +823 New
FG
2041
Foster Group
Iowa
$226K +$208K +819 New
ACG
2042
Allen Capital Group
Nebraska
$224K +$205K +810 New
WIA
2043
World Investment Advisors
California
$223K -$71.2K -281 -23%
SCM
2044
Seascape Capital Management
New Hampshire
$223K +$204K +806 New
RWM
2045
RKL Wealth Management
Pennsylvania
$223K +$205K +807 New
APW
2046
Acima Private Wealth
Virginia
$222K
CIC
2047
Cornercap Investment Counsel
Georgia
$222K +$204K +803 New
PWM
2048
Paulson Wealth Management
Illinois
$222K +$204K +805 New
ER
2049
Enlightenment Research
Florida
$221K -$1.24M -4,900 -86%
AWCI
2050
Alpine Woods Capital Investors
New York
$221K +$203K +800 New