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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$1.02M +$512K +1,009 +103%
SA
802
Strategic Advisors
New York
$1.02M -$508 -1 -0.1%
AIIMS
803
Analyst IMS Investment Management Services
Israel
$1.01M -$213K -420 -18%
4WM
804
44 Wealth Management
Oregon
$1.01M -$252K -497 -20%
SL
805
Salomon & Ludwin
Virginia
$1.01M +$39.6K +78 +4%
JFG
806
Jefferies Financial Group
New York
$1.01M +$997K +1,963 New
PVH
807
Psagot Value Holdings
Israel
$1M -$50.8K -100 -5%
BWM
808
Buckley Wealth Management
Nevada
$1M -$9.14K -18 -0.9%
KWMG
809
King Wealth Management Group
Florida
$997K – – –
BRWA
810
B. Riley Wealth Advisors
Florida
$991K +$85.8K +169 +10%
BTI
811
Blue Trust Inc
Georgia
$985K +$425K +837 +63%
CWM
812
Congress Wealth Management
Massachusetts
$984K +$464K +914 +91%
FPA
813
First Pacific Advisors
California
$982K – – –
RIA
814
Realta Investment Advisors
Delaware
$977K +$7.62K +15 +0.8%
AFA
815
Abacus FCF Advisors
Florida
$975K +$965K +1,901 New
SMH
816
Sanders Morris Harris
Texas
$975K – – –
IIM
817
Intact Investment Management
Quebec, Canada
$975K -$254K -500 -21%
PGIM
818
Pacific Global Investment Management
California
$972K -$25.4K -50 -3%
RC
819
Roundview Capital
New Jersey
$971K – – –
BSW
820
Buckingham Strategic Wealth
Missouri
$970K +$162K +320 +20%
MYLI
821
Meiji Yasuda Life Insurance
Japan
$965K – – –
AM
822
AGF Management
Ontario, Canada
$957K +$947K +1,866 New
SFA
823
Semmax Financial Advisors
North Carolina
$955K -$5.08K -10 -0.5%
EP
824
Edgestream Partners
New Jersey
$950K +$140K +276 +18%
GC
825
Garde Capital
Washington
$949K – – –
31 32
33
34 35