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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Wealth Architects
California
$1.13M -$260 -1 -0%
BWM
552
Buckley Wealth Management
Nevada
$1.12M – – –
RW
553
Rand Wealth
Maryland
$1.12M – – –
STA
554
Summit Trail Advisors
New York
$1.11M +$1.06M +4,070 New
FM
555
Foster & Motley
Ohio
$1.11M -$73.5K -283 -7%
IB
556
Intrust Bank
Kansas
$1.07M -$14.5K -56 -1%
OWD
557
Osborn Williams & Donohoe
Ohio
$1.07M -$12.5K -48 -1%
UFG
558
United Fire Group
Iowa
$1.06M – – –
BDF
559
Balasa Dinverno & Foltz
$1.04M +$45.7K +176 +5%
MA
560
Mutual Advisors
Nebraska
$1.02M +$970K +3,736 New
FL
561
Fort LP
Maryland
$1.02M +$825K +3,178 +573%
VFA
562
Valeo Financial Advisors
Indiana
$1.01M +$69.8K +269 +8%
MYLI
563
Meiji Yasuda Life Insurance
Japan
$981K +$90.9K +350 +11%
LCM
564
Landscape Capital Management
New Jersey
$974K -$163K -628 -15%
SA
565
Strategic Advisors
New York
$960K +$2.08K +8 +0.2%
HAG
566
HighPoint Advisor Group
Illinois
$956K -$121K -466 -12%
ACS
567
Archford Capital Strategies
Illinois
$937K -$102K -393 -10%
SAM
568
Sectoral Asset Management
Quebec, Canada
$929K +$880K +3,391 New
NAM
569
NTV Asset Management
West Virginia
$928K -$90.3K -348 -9%
WIA
570
Westbourne Investment Advisors
Maryland
$915K +$261K +1,007 +43%
BCM
571
BlueCrest Capital Management
Jersey
$910K +$276K +1,062 +47%
CS
572
Comerica Securities
Michigan
$906K +$4.41K +17 +0.5%
PWMAG
573
Pinnacle Wealth Management Advisory Group
New Jersey
$902K -$32.4K -125 -4%
MYIA
574
Mount Yale Investment Advisors
Colorado
$901K -$50.1K -193 -6%
AUB
575
Atlantic Union Bankshares
Virginia
$891K +$107K +412 +15%
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