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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2051
Longview Financial Advisors
Alabama
$955K +$956K +1,638 New
SC
2052
Solstein Capital
California
$952K – – –
PIMG
2053
Patriot Investment Management Group
Tennessee
$952K -$253K -434 -21%
CWM
2054
CarsonAllaria Wealth Management
Illinois
$950K -$10.5K -18 -1%
BA
2055
Birinyi Associates
Connecticut
$950K +$513K +879 +117%
TBC
2056
Ted Buchan & Co
California
$944K -$60.1K -103 -6%
WIA
2057
Westbourne Investment Advisors
Maryland
$943K – – –
CRI
2058
Colonial River Investments
Virginia
$942K +$623K +1,067 +194%
CBFP
2059
Cedar Brook Financial Partners
Ohio
$942K -$68.9K -118 -7%
AA
2060
Advisory Alpha
Michigan
$940K +$477K +818 +103%
IF
2061
Intrua Financial
Texas
$939K -$101K -173 -10%
BWM
2062
Brown Wealth Management
Illinois
$938K – – –
DWA
2063
Delap Wealth Advisory
Oregon
$938K +$658K +1,127 +234%
AAB
2064
ABN AMRO Bank
Netherlands
$934K -$409K -700 -31%
PGCM
2065
Prescott Group Capital Management
Oklahoma
$933K – – –
IIM
2066
Intact Investment Management
Quebec, Canada
$933K – – –
MFS
2067
Monetta Financial Services
Illinois
$933K – – –
JMFC
2068
J.M. Forbes & Co
Massachusetts
$929K – – –
UAML
2069
US Asset Management LLC
Pennsylvania
$928K +$929K +1,592 New
ML
2070
McAdam LLC
Pennsylvania
$927K +$49K +84 +6%
OCM
2071
Orion Capital Management
California
$923K +$146K +250 +19%
IWP
2072
Invenio Wealth Partners
Florida
$919K -$113K -194 -11%
CCM
2073
Cox Capital Management
Massachusetts
$918K – – –
WP
2074
WealthPLAN Partners
Nebraska
$917K – – –
JSW
2075
Journey Strategic Wealth
New Jersey
$915K -$24.5K -42 -3%
81 82
83
84 85