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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2026
Greenup Street Wealth Management
Michigan
$2.7M +$2.41M +2,516 New
PFA
2027
Pathway Financial Advisers
Indiana
$2.7M -$22K -23 -0.9%
SWM
2028
SHP Wealth Management
Massachusetts
$2.7M +$2.4M +2,508 New
QPWM
2029
Quadrant Private Wealth Management
Pennsylvania
$2.69M +$219K +229 +10%
GLLW
2030
Graves Light Lenhart Wealth
Virginia
$2.69M – – –
APC
2031
Aspire Private Capital
North Carolina
$2.69M -$203K -212 -8%
CPL
2032
Capital & Planning LLC
Georgia
$2.69M -$8.23M -8,611 -77%
MA
2033
MSA Advisors
California
$2.69M – – –
PG
2034
Patten Group
Tennessee
$2.69M +$43K +45 +2%
TWP
2035
Triad Wealth Partners
Kansas
$2.68M +$1.28M +1,335 +115%
PTP
2036
Platform Technology Partners
New York
$2.66M -$315K -329 -12%
FWM
2037
Forteris Wealth Management
New York
$2.65M +$2.36M +2,470 New
MCM
2038
MV Capital Management
Maryland
$2.65M +$9.56K +10 +0.4%
GIA
2039
Guyasuta Investment Advisors
Pennsylvania
$2.65M -$28.7K -30 -1%
IIL
2040
Income Insurance Ltd
$2.65M +$2.36M +2,467 New
HI
2041
Hendershot Investments
Virginia
$2.64M -$81.3K -85 -3%
SCP
2042
Sivia Capital Partners
California
$2.64M +$169K +177 +8%
PSB
2043
Passumpsic Savings Bank
Vermont
$2.63M +$2.34M +2,448 New
AGA
2044
Accuvest Global Advisors
Utah
$2.62M +$2.33M +2,439 New
ECA
2045
Elevate Capital Advisors
Colorado
$2.61M +$1.7M +1,781 +274%
JGUA
2046
John G. Ullman & Associates
New York
$2.61M -$394K -412 -14%
MCM
2047
Monument Capital Management
Virginia
$2.61M +$11.5K +12 +0.5%
IB
2048
Iyo Bank
Japan
$2.61M – – –
FWM
2049
Forza Wealth Management
Florida
$2.6M -$44K -46 -2%
TAM
2050
Tealwood Asset Management
Minnesota
$2.6M -$88K -92 -4%
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