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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
2026
Five Oceans Advisors
California
$600K +$46.5K +111 +9%
BWP
2027
Baldwin Wealth Partners
Massachusetts
$597K -$10.5K -25 -2%
VBCG
2028
Valley Brook Capital Group
Pennsylvania
$596K -$96.5K -230 -15%
EM
2029
Excalibur Management
Massachusetts
$596K +$3.77K +9 +0.7%
FCA
2030
FLC Capital Advisors
California
$595K -$4.19K -10 -0.8%
VWM
2031
Valley Wealth Managers
New Jersey
$592K -$2.52K -6 -0.5%
ACM
2032
Altrius Capital Management
North Carolina
$592K -$26.4K -63 -5%
B
2033
Bridgeworth
Alabama
$592K +$78.4K +187 +17%
HFAS
2034
Hummer Financial Advisory Services
Illinois
$590K – – –
HWA
2035
HCR Wealth Advisors
California
$590K -$18.9K -45 -3%
TCWM
2036
Total Clarity Wealth Management
Illinois
$588K +$91K +217 +21%
TFP
2037
Tilia Fiduciary Partners
North Carolina
$588K +$5.03K +12 +1%
MA
2038
MBA Advisors
Pennsylvania
$587K – – –
MIM
2039
Miller Investment Management
Pennsylvania
$586K – – –
OL
2040
Optas LLC
Texas
$586K +$27.7K +66 +6%
RWPA
2041
Richard W. Paul & Associates
Michigan
$586K +$419 +1 +0.1%
BONH
2042
Bank of New Hampshire
New Hampshire
$585K +$1.68K +4 +0.3%
CCA
2043
Clearwater Capital Advisors
Illinois
$585K +$4.19K +10 +0.8%
FNBSF
2044
First National Bank Sioux Falls
South Dakota
$585K – – –
RRC
2045
Relaxing Retirement Coach
Massachusetts
$584K +$65.8K +157 +14%
SWM
2046
Silverlake Wealth Management
Vermont
$583K -$22.6K -54 -4%
AWA
2047
Amplius Wealth Advisors
Pennsylvania
$583K +$52K +124 +11%
XWM
2048
Xcel Wealth Management
Florida
$582K +$84.7K +202 +19%
RIG
2049
Renaissance Investment Group
Massachusetts
$582K +$16.8K +40 +3%
TFA
2050
Transamerica Financial Advisors
Florida
$581K +$508K +1,212 +4,489%
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