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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
726
WealthSource Partners
California
$462K +$447K +1,636 New
CA
727
Clearstead Advisors
Ohio
$460K +$546 +2 +0.1%
LWAC
728
Laurel Wealth Advisors (California)
California
$459K +$34.7K +127 +8%
SA
729
Strategic Advisors
New York
$456K -$519K -1,901 -54%
OAM
730
Oppenheimer Asset Management
New York
$455K -$18K -66 -4%
BCM
731
Brookstone Capital Management
Illinois
$453K +$154K +565 +54%
HSA
732
HBK Sorce Advisory
Pennsylvania
$442K +$3.55K +13 +0.8%
VAS
733
Vestmark Advisory Solutions
Massachusetts
$441K +$27K +99 +7%
FTC
734
Farmers Trust Company
Ohio
$436K – – –
CPO
735
Cerity Partners OCIO
New York
$436K +$9.83K +36 +2%
SMG
736
Spectrum Management Group
Indiana
$429K +$143K +525 +53%
MWM
737
Mission Wealth Management
California
$428K +$414K +1,515 New
CSS
738
Cubist Systematic Strategies
Connecticut
$426K -$4.24M -15,505 -91%
WWM
739
Windsor Wealth Management
Indiana
$426K +$178K +652 +76%
EWM
740
Evercore Wealth Management
New York
$424K +$546 +2 +0.1%
BWM
741
Buckley Wealth Management
Nevada
$423K +$410K +1,500 New
SFA
742
Semmax Financial Advisors
North Carolina
$417K +$290K +1,062 +255%
CCM
743
Compton Capital Management
Rhode Island
$416K -$20.5K -75 -5%
MMG
744
Monetary Management Group
Missouri
$416K – – –
AFNAS
745
American Financial Network Advisory Services
California
$415K -$4.64K -17 -1%
BFG
746
Beacon Financial Group
Texas
$411K +$397K +1,455 New
HCM
747
Hollencrest Capital Management
California
$408K – – –
MC
748
Matisse Capital
Oregon
$408K – – –
BPWA
749
Beacon Pointe Wealth Advisors
California
$408K +$819 +3 +0.2%
BRWA
750
B. Riley Wealth Advisors
Florida
$405K -$32.5K -119 -8%
28 29
30
31 32