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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2026
Capital Planning Advisors
California
$319K +$26.4K +88 +10%
AWAP
2027
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K – – –
AWM
2028
Aprio Wealth Management
Georgia
$318K +$294K +981 New
WWM
2029
WT Wealth Management
Arizona
$316K -$22.5K -75 -7%
ZIG
2030
Zullo Investment Group
Pennsylvania
$316K +$2.1K +7 +0.7%
GEA
2031
Glen Eagle Advisors
New Jersey
$314K +$17.1K +57 +6%
BG
2032
Bellevue Group
Switzerland
$314K +$291K +969 New
JWS
2033
Juncture Wealth Strategies
Arizona
$313K -$262K -873 -47%
PCMC
2034
Private Capital Management (Colorado)
Colorado
$312K – – –
JCM
2035
Janney Capital Management
Pennsylvania
$311K -$13.5K -45 -4%
OPOWM
2036
One Plus One Wealth Management
Florida
$311K – – –
CCM
2037
Cribstone Capital Management
Maine
$311K +$3K +10 +1%
OBGC
2038
O'Brien Greene & Co
Pennsylvania
$310K – – –
PF
2039
Phoenix Financial
Israel
$309K +$286K +953 New
BDWM
2040
Brewin Dolphin Wealth Management
Ireland
$308K – – –
NF
2041
Nikulski Financial
Iowa
$308K – – –
EA
2042
Emerald Advisers
Pennsylvania
$308K +$285K +949 New
HCMG
2043
Howard Capital Management Group
California
$307K – – –
PPWM
2044
Paragon Private Wealth Management
Kentucky
$307K – – –
KIG
2045
Kowal Investment Group
Wisconsin
$305K +$283K +942 New
CA
2046
Crewe Advisors
Utah
$303K +$104K +345 +58%
YWP
2047
YorkBridge Wealth Partners
New York
$302K – – –
HCM
2048
Hollencrest Capital Management
California
$302K +$21K +70 +8%
FG
2049
Foster Group
Iowa
$302K +$33.9K +113 +14%
AC
2050
ASB Consultores
Florida
$301K -$115K -382 -29%
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