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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
AllSquare Wealth Management
New York
$30K – – –
HDIM
727
Hanson & Doremus Investment Management
Vermont
$28.8K – – –
KT
728
Kanaly Trust
Texas
$28K -$18.1K -135 -41%
CBT
729
Central Bank & Trust
Kentucky
$24K – – –
WPA
730
West Paces Advisors
Georgia
$23K +$21.4K +160 New
AIM
731
Advantage Investment Management
Iowa
$23K -$9.11K -68 -30%
MSFP
732
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
HCM
733
Highlander Capital Management
New Jersey
$22K – – –
HFM
734
Hartford Financial Management
Connecticut
$21K – – –
QAM
735
QCI Asset Management
New York
$21K – – –
PCM
736
Penserra Capital Management
California
$21K +$4.15K +31 +27%
SFS
737
Sowell Financial Services
Arkansas
$21K +$17.4K +130 New
FAN
738
Financial Advisors Network
California
$18.8K +$16.3K +122 New
EF
739
Empirical Finance
Pennsylvania
$18K +$16.6K +124 New
MWM
740
Mascoma Wealth Management
New Hampshire
$17K +$15.4K +115 New
SPIA
741
Steward Partners Investment Advisory
New York
$16K +$15.1K +113 New
M
742
MOTCO
Texas
$15K +$14.1K +105 New
WAS
743
WESPAC Advisors SoCal
California
$14.4K – – –
PMFA
744
Plante Moran Financial Advisors
Michigan
$14K -$38.6K -288 -75%
BKA
745
Brick & Kyle Associates
Pennsylvania
$14K – – –
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
KIG
747
Kessler Investment Group
Indiana
$13K – – –
CHP
748
Cable Hill Partners
Oregon
$12K – – –
FPFS
749
First Personal Financial Services
North Carolina
$12K – – –
PFBT
750
Parkside Financial Bank & Trust
Missouri
$12K +$6.16K +46 +135%
28 29
30
31 32