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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
726
Hefty Wealth Partners
Indiana
$30K -$1.09M -8,139 -97%
AWM
727
AllSquare Wealth Management
New York
$30K – – –
HDIM
728
Hanson & Doremus Investment Management
Vermont
$28.8K – – –
KT
729
Kanaly Trust
Texas
$28K -$18.1K -135 -41%
CBT
730
Central Bank & Trust
Kentucky
$24K – – –
WPA
731
West Paces Advisors
Georgia
$23K +$21.4K +160 New
AIM
732
Advantage Investment Management
Iowa
$23K -$9.11K -68 -30%
MSFP
733
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
HCM
734
Highlander Capital Management
New Jersey
$22K – – –
HFM
735
Hartford Financial Management
Connecticut
$21K – – –
QAM
736
QCI Asset Management
New York
$21K – – –
PCM
737
Penserra Capital Management
California
$21K +$4.15K +31 +27%
SFS
738
Sowell Financial Services
Arkansas
$21K +$17.4K +130 New
FAN
739
Financial Advisors Network
California
$18.8K +$16.3K +122 New
EF
740
Empirical Finance
Pennsylvania
$18K +$16.6K +124 New
MWM
741
Mascoma Wealth Management
New Hampshire
$17K +$15.4K +115 New
SPIA
742
Steward Partners Investment Advisory
New York
$16K +$15.1K +113 New
M
743
MOTCO
Texas
$15K +$14.1K +105 New
WAS
744
WESPAC Advisors SoCal
California
$14.4K – – –
PMFA
745
Plante Moran Financial Advisors
Michigan
$14K -$38.6K -288 -75%
BKA
746
Brick & Kyle Associates
Pennsylvania
$14K – – –
LWCFA
747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
KIG
748
Kessler Investment Group
Indiana
$13K – – –
CHP
749
Cable Hill Partners
Oregon
$12K – – –
FPFS
750
First Personal Financial Services
North Carolina
$12K – – –
28 29
30
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