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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2026
Rollins Financial Advisors
New York
$1.41M +$732K +1,028 +131%
CBNLCF
2027
Cognios Beta Neutral Large Cap Fund
Kansas
$1.41M – – –
FEG
2028
Financial Enhancement Group
Indiana
$1.41M +$6.41K +9 +0.5%
SAM
2029
S.A. Mason
Michigan
$1.41M +$14.9K +21 +1%
MFC
2030
Mechanics Financial Corp
Ohio
$1.4M -$75.4K -106 -6%
WEG
2031
World Equity Group
Illinois
$1.4M -$27K -38 -2%
LOPW
2032
Live Oak Private Wealth
North Carolina
$1.4M -$2.85K -4 -0.2%
MCM
2033
Mill Capital Management
North Carolina
$1.4M – – –
CCM
2034
Canal Capital Management
Virginia
$1.4M +$54.8K +77 +4%
DWA
2035
Delap Wealth Advisory
Oregon
$1.4M +$137K +192 +12%
TIM
2036
Tortoise Investment Management
New York
$1.4M -$32.7K -46 -2%
LIA
2037
LBMC Investment Advisors
Tennessee
$1.4M – – –
HW
2038
Hedeker Wealth
Illinois
$1.4M – – –
TW
2039
TrinityPoint Wealth
Connecticut
$1.4M +$14.2K +20 +1%
DWM
2040
Destination Wealth Management
California
$1.4M -$309K -434 -19%
LAS
2041
LWM Advisory Services
Florida
$1.39M -$6.41K -9 -0.5%
AIS
2042
American Investment Services
Massachusetts
$1.39M – – –
EFSCE
2043
Enterprise Financial Services Corp (EFSC)
Missouri
$1.39M -$64.8K -91 -5%
OFS
2044
OneAscent Financial Services
Alabama
$1.38M -$164K -230 -11%
MRCM
2045
M&R Capital Management
New Jersey
$1.38M -$431K -605 -25%
SB
2046
Sunflower Bank
Texas
$1.37M -$18.5K -26 -1%
WAG
2047
Winthrop Advisory Group
Massachusetts
$1.37M +$6.41K +9 +0.5%
WA
2048
Wambolt & Associates
Colorado
$1.37M +$320K +449 +33%
CWS
2049
Cypress Wealth Services
California
$1.37M +$75.4K +106 +6%
MWAM
2050
Manhattan West Asset Management
California
$1.37M +$860K +1,209 +217%
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