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Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2101
Advisor OS
Illinois
$270K – – –
MFA
2102
Morling Financial Advisors
California
$269K +$600 +2 +0.2%
SHFA
2103
SS&H Financial Advisors
Michigan
$268K -$75K -250 -23%
BA
2104
Bridgewater Advisors
New York
$268K -$15.6K -52 -6%
MHB
2105
Midwest Heritage Bank
Iowa
$268K – – –
KOC
2106
Koss-Olinger Consulting
Florida
$267K -$86.1K -287 -26%
SCM
2107
Seascape Capital Management
New Hampshire
$267K +$1.8K +6 +0.7%
PMG
2108
ProVise Management Group
Florida
$265K -$12K -40 -5%
WC
2109
Wexford Capital
Florida
$263K +$600 +2 +0.2%
RWP
2110
Revolve Wealth Partners
New Jersey
$263K +$30K +100 +14%
SA
2111
Syntax Advisors
New York
$261K -$17.1K -57 -7%
VCG
2112
Vantage Consulting Group
Virginia
$261K -$17.1K -57 -7%
PWM
2113
Paulson Wealth Management
Illinois
$261K – – –
CIC
2114
Cornercap Investment Counsel
Georgia
$260K – – –
AW
2115
Avion Wealth
Texas
$260K +$16.5K +55 +7%
HPC
2116
Hobart Private Capital
North Carolina
$259K – – –
CCB
2117
Cutter & Co Brokerage
Missouri
$259K -$179K -597 -43%
TPWM
2118
Twelve Points Wealth Management
Massachusetts
$259K -$44.4K -148 -16%
AWCI
2119
Alpine Woods Capital Investors
New York
$259K – – –
PAM
2120
Premier Asset Management
Illinois
$259K +$236K +785 New
ER
2121
Enlightenment Research
Florida
$259K +$240K +800 New
DJYG
2122
David J. Yvars Group
Florida
$258K – – –
GWM
2123
GSB Wealth Management
Connecticut
$258K – – –
EFL
2124
ERn Financial LLC
Wisconsin
$257K -$1.2K -4 -0.5%
MAM
2125
McCarthy Asset Management
California
$257K – – –
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