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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2026
Obermeyer Wealth Partners
Colorado
$249K – – –
PAMG
2027
Patton Albertson Miller Group
Tennessee
$249K – – –
COCM
2028
Charter Oak Capital Management
New Hampshire
$249K +$257 +1 +0.1%
JC
2029
JB Capital
Connecticut
$248K -$84.2K -327 -27%
EIP
2030
Ellis Investment Partners
Pennsylvania
$248K +$772 +3 +0.3%
SA
2031
Syntax Advisors
New York
$247K -$51.7K -201 -19%
VCG
2032
Vantage Consulting Group
Virginia
$247K -$51.7K -201 -19%
ZIG
2033
Zuckerman Investment Group
Illinois
$247K – – –
HCM
2034
Hollencrest Capital Management
California
$247K +$5.15K +20 +2%
JCM
2035
Jag Capital Management
Missouri
$246K -$14.1M -54,662 -98%
NCM
2036
Narwhal Capital Management
Georgia
$246K -$59.2K -230 -21%
PIA
2037
Powell Investment Advisors
Florida
$246K +$3.09K +12 +1%
SWMG
2038
Signature Wealth Management Group
Georgia
$246K +$221K +858 New
GC
2039
Garde Capital
Washington
$245K -$127K -493 -37%
MA
2040
MJP Associates
Connecticut
$245K -$37.8K -147 -15%
IC
2041
Inscription Capital
Texas
$245K -$12.9K -50 -6%
PMG
2042
ProVise Management Group
Florida
$245K +$20.1K +78 +10%
SFP
2043
Sterling Financial Planning
New Jersey
$244K – – –
GWM
2044
Greenhouse Wealth Management
Connecticut
$244K +$257 +1 +0.1%
AC
2045
Applied Capital
Arkansas
$243K – – –
NAMP
2046
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K – – –
XT
2047
XTX Topco
Cayman Islands
$242K +$217K +844 New
ACM
2048
Ashford Capital Management
Delaware
$241K – – –
FH
2049
FWG Holdings
Florida
$241K – – –
BCMLT
2050
Beacon Capital Management LLC (Tennessee)
Tennessee
$241K +$217K +843 New
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