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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
751
Palisades Hudson Asset Management
Florida
$443K -$49.5K -180 -11%
RWA
752
Redhawk Wealth Advisors
Minnesota
$440K +$103K +374 +35%
MC
753
Matisse Capital
Oregon
$437K – – –
EWM
754
Evercore Wealth Management
New York
$436K -$8.53K -31 -2%
BPWA
755
Beacon Pointe Wealth Advisors
California
$436K +$826 +3 +0.2%
FTC
756
Farmers Trust Company
Ohio
$435K -$26.7K -97 -6%
BFG
757
Beacon Financial Group
Texas
$435K -$9.63K -35 -2%
BAS
758
Brown Advisory Securities
Maryland
$435K -$6.6K -24 -2%
FANJ
759
Financial Architects (New Jersey)
New Jersey
$432K -$322K -1,170 -45%
FMC
760
First Merchants Corp
Indiana
$432K -$90.5K -329 -19%
CCM
761
Compton Capital Management
Rhode Island
$430K -$13.8K -50 -3%
NL
762
NWAM LLC
Washington
$429K +$391K +1,421 New
NC
763
Noked Capital
Israel
$423K +$385K +1,400 New
NI
764
Noked Israel
Israel
$423K +$385K +1,400 New
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$422K – – –
PL
766
Plancorp LLC
Missouri
$415K – – –
KWMG
767
King Wealth Management Group
Florida
$412K -$68.8K -250 -15%
CFG
768
Citizens Financial Group
Rhode Island
$412K +$147K +533 +64%
CAG
769
Csenge Advisory Group
Florida
$405K +$105K +383 +40%
EI
770
Ethic Inc
New York
$404K +$368K +1,339 New
EGM
771
Engineers Gate Manager
New York
$398K -$1.22M -4,437 -77%
LFAS
772
Level Four Advisory Services
Texas
$397K +$115K +417 +47%
BWCS
773
Beirne Wealth Consulting Services
Connecticut
$395K – – –
ECM
774
Evergreen Capital Management
Washington
$393K +$358K +1,302 New
BUB
775
BBVA USA Bancshares
Texas
$390K +$356K +1,292 New
29 30
31
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