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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2051
Northstar Group
New York
$421K – – –
VPP
2052
Vertex Planning Partners
Illinois
$420K +$407K +1,147 New
GWS
2053
Glassman Wealth Services
Virginia
$419K +$20.6K +58 +5%
XS
2054
XR Securities
Illinois
$418K -$1.1M -3,096 -73%
XWM
2055
Xcel Wealth Management
Florida
$417K -$14.9K -42 -4%
TIA
2056
Traphagen Investment Advisors
New Jersey
$417K +$176K +496 +77%
FCA
2057
Fortis Capital Advisors
Kansas
$416K +$403K +1,137 New
BWA
2058
Beam Wealth Advisors
Louisiana
$416K +$709 +2 +0.2%
ATIA
2059
American Trust Investment Advisors
New Hampshire
$414K – – –
IIC
2060
Integrated Investment Consultants
Michigan
$414K +$107K +303 +37%
FAG
2061
Financial Advisory Group
Texas
$413K -$98.9K -279 -20%
AIM
2062
Aurora Investment Managers
Florida
$413K – – –
FPGK
2063
Financial Partners Group (Kansas)
Kansas
$413K -$48.2K -136 -10%
CCFM
2064
Clear Creek Financial Management
Washington
$412K +$110K +310 +38%
PHS
2065
Pekin Hardy Strauss
Illinois
$411K +$3.55K +10 +0.9%
SWM
2066
Segment Wealth Management
Texas
$405K – – –
QFA
2067
Quantum Financial Advisors
California
$405K – – –
BC
2068
Barrett & Company
Rhode Island
$405K – – –
KIG
2069
Kowal Investment Group
Wisconsin
$402K +$44K +124 +13%
MKC
2070
M. Kraus & Co
Vermont
$401K +$144K +406 +59%
OL
2071
Optas LLC
Texas
$400K +$18.4K +52 +5%
SCA
2072
Stillwater Capital Advisors
Pennsylvania
$400K – – –
KA
2073
Klingman & Associates
New York
$398K +$9.22K +26 +2%
FL
2074
Fort LP
Maryland
$398K +$64.9K +183 +20%
RRC
2075
Relaxing Retirement Coach
Massachusetts
$398K +$386K +1,088 New
81 82
83
84 85