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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2026
Monarch Capital Management
Indiana
$404K -$106K -313 -21%
PPG
2027
Peak Planning Group
Colorado
$404K – – –
RWB
2028
RMR Wealth Builders
New Jersey
$403K +$1.69K +5 +0.4%
FOA
2029
Five Oceans Advisors
California
$401K -$6.75K -20 -2%
CA
2030
Carson Advisory
Georgia
$400K +$337 +1 +0.1%
TGAM
2031
TBH Global Asset Management
Tennessee
$399K +$128K +380 +49%
FG
2032
Foster Group
Iowa
$397K -$11.1K -33 -3%
MVA
2033
Mount Vernon Associates
Maryland
$396K – – –
SC
2034
Searle & Co
Connecticut
$396K – – –
FWM
2035
Fingerlakes Wealth Management
New York
$396K +$675 +2 +0.2%
HPM
2036
Hoxton Planning & Management
West Virginia
$396K -$2.02K -6 -0.5%
SWM
2037
Salvus Wealth Management
New Jersey
$395K -$5.06K -15 -1%
SIC
2038
Sterling Investment Counsel
New York
$395K – – –
LT
2039
Legacy Trust
Michigan
$393K -$8.43K -25 -2%
FUBT
2040
First United Bank & Trust
Maryland
$393K -$21.9K -65 -5%
BDF
2041
Black Diamond Financial
Maryland
$393K +$22.3K +66 +6%
GWS
2042
Glassman Wealth Services
Virginia
$393K -$337 -1 -0.1%
HCMG
2043
Howard Capital Management Group
California
$393K +$66.1K +196 +21%
LL
2044
LWMG LLC
Minnesota
$392K -$10.8K -32 -3%
JCM
2045
Janney Capital Management
Pennsylvania
$391K +$57.3K +170 +18%
TC
2046
Trust Company
Kansas
$391K -$10.1K -30 -3%
ATIA
2047
American Trust Investment Advisors
New Hampshire
$389K – – –
TSS
2048
Two Sigma Securities
New York
$389K +$120K +355 +46%
BWA
2049
Beam Wealth Advisors
Louisiana
$389K -$1.69K -5 -0.4%
FAG
2050
Financial Advisory Group
Texas
$388K – – –
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