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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
701
Smithfield Trust
Pennsylvania
$35K – – –
TC
702
Trust Company
Kansas
$34K -$1.98M -13,208 -98%
CFA
703
Carroll Financial Associates
North Carolina
$34K +$1.05K +7 +3%
AWS
704
Aris Wealth Services
Pennsylvania
$33K – – –
FAM
705
Formidable Asset Management
Ohio
$33K +$150 +1 +0.4%
PSI
706
Pinnacle Summer Investments
Virginia
$32K +$33.8K +225 New
LWM
707
LBA Wealth Management
Florida
$31K – – –
TSW
708
Thompson Siegel & Walmsley
Virginia
$31K – – –
EFSCE
709
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$1.05K +7 +3%
WA
710
Waverly Advisors
Alabama
$30K +$21K +140 +187%
WEC
711
Winslow Evans & Crocker
Massachusetts
$29.3K -$673K -4,476 -96%
AWM
712
AllSquare Wealth Management
New York
$29K – – –
ZB
713
Zions Bancorporation
Utah
$29K +$32.6K +217 New
HDIM
714
Hanson & Doremus Investment Management
Vermont
$28K – – –
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$28K +$6.76K +45 +29%
CFSG
716
Community Financial Services Group
Vermont
$25K – – –
TDC
717
Thompson Davis & Co
Virginia
$25K +$150 +1 +0.6%
CBT
718
Central Bank & Trust
Kentucky
$24K – – –
NIMI
719
Natixis Investment Managers International
France
$22K -$427K -2,843 -95%
IWMPD
720
Integrated Wealth Management (Palm Desert)
California
$22K -$2.25K -15 -9%
TSU
721
TD Securities (USA)
New York
$21K -$16.1M -106,987 -100%
QAM
722
QCI Asset Management
New York
$21K – – –
CAW
723
Cornerstone Advisors (Washington)
Washington
$20K +$3.91K +26 +22%
FPFS
724
First Personal Financial Services
North Carolina
$19K – – –
SFWA
725
Summit Financial Wealth Advisors
Louisiana
$19K – – –
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