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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
MAI Capital Management
Ohio
$1.17M +$331K +1,028 +46%
HWA
627
Heritage Wealth Advisors
Virginia
$1.17M -$46K -143 -4%
WANY
628
Wealthspire Advisors (New York)
New York
$1.16M +$55.3K +172 +6%
CC
629
Copperleaf Capital
North Carolina
$1.16M +$58.2K +181 +6%
LIM
630
Leavell Investment Management
Alabama
$1.15M – – –
IAA
631
Independent Advisor Alliance
North Carolina
$1.14M +$3.86K +12 +0.4%
OWM
632
OneAscent Wealth Management
Alabama
$1.14M +$1.02M +3,181 New
DM
633
Delphi Management
Massachusetts
$1.13M +$1.01M +3,146 New
4WM
634
44 Wealth Management
Oregon
$1.12M +$89.7K +279 +10%
LNC
635
Lincoln National Corp
Pennsylvania
$1.11M -$31.8K -99 -3%
SFFS
636
Stonehage Fleming Financial Services
Jersey
$1.11M +$95.8K +298 +11%
OPS
637
Orion Portfolio Solutions
Nebraska
$1.11M -$87.8K -273 -8%
IFWM
638
Institute for Wealth Management
Colorado
$1.11M -$5.47K -17 -0.5%
DT
639
Diversified Trust
Tennessee
$1.1M +$44.7K +139 +5%
AI
640
AXS Investments
New York
$1.1M +$982K +3,055 New
CTC
641
Central Trust Company
Missouri
$1.1M -$19.9K -62 -2%
WC
642
Whitney & Co
New York
$1.09M -$96.5K -300 -9%
S
643
SignatureFD
Georgia
$1.09M -$10.9K -34 -1%
DWT
644
Dorsey & Whitney Trust
South Dakota
$1.09M -$965 -3 -0.1%
WA
645
Wealth Architects
California
$1.08M +$18K +56 +2%
NAM
646
Nexpoint Asset Management
Texas
$1.08M -$479K -1,490 -33%
GPA
647
Garrison Point Advisors
California
$1.08M – – –
BDF
648
Balasa Dinverno & Foltz
$1.08M -$124K -387 -11%
KWA
649
KCS Wealth Advisory
California
$1.07M +$79.4K +247 +9%
UH
650
Unigestion Holding
Switzerland
$1.07M +$2.25K +7 +0.2%
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