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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
701
AssetMark Inc
California
$38K +$37.7K +274 New
FAM
702
Fred Alger Management
New York
$37K +$36.2K +263 New
LWM
703
Lenox Wealth Management
Ohio
$37K +$36.9K +268 New
HCM
704
Highlander Capital Management
New Jersey
$35K
VCM
705
Versant Capital Management
Arizona
$34K +$34K +247 New
FAM
706
Formidable Asset Management
Ohio
$32K
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$2.34K +17 +8%
CFA
708
Carroll Financial Associates
North Carolina
$31K -$1.93K -14 -6%
LWM
709
LBA Wealth Management
Florida
$31K
ZB
710
Zions Bancorporation
Utah
$31K +$4.55K +33 +15%
WEC
711
Winslow Evans & Crocker
Massachusetts
$29.2K +$276 +2 +1%
AWM
712
AllSquare Wealth Management
New York
$29K
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$29K +$28.8K +209 New
HWP
714
Hefty Wealth Partners
Indiana
$29K +$28.9K +210 New
HDIM
715
Hanson & Doremus Investment Management
Vermont
$28K
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$28K
TC
717
Trust Company
Kansas
$24.4K -$9.23K -67 -28%
TDC
718
Thompson Davis & Co
Virginia
$24K -$413 -3 -2%
AOWM
719
Alpha Omega Wealth Management
Virginia
$24K +$24.1K +175 New
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$23.7K +$13.8K +100 +143%
CBT
721
Central Bank & Trust
Kentucky
$23K
IWMPD
722
Integrated Wealth Management (Palm Desert)
California
$23K +$827 +6 +4%
AFP
723
Ausdal Financial Partners
Iowa
$23K +$23K +167 New
QAM
724
QCI Asset Management
New York
$20K
CAW
725
Cornerstone Advisors (Washington)
Washington
$18K -$1.93K -14 -10%