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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
826
Ascent Wealth Partners
New York
$283K +$5.78K +20 +2%
NC
827
NewSquare Capital
Pennsylvania
$283K +$14.5K +50 +5%
PW
828
Price Wealth
Texas
$282K +$81.4M +281,613 New
SHA
829
Seneca House Advisors
Virginia
$278K +$11.3K +39 +4%
GCA
830
Gideon Capital Advisors
New York
$275K +$277K +958 New
DT
831
Diversified Trust
Tennessee
$274K -$34.7K -120 -11%
MFG
832
Magnus Financial Group
New York
$274K – – –
GW
833
GW & Wade
Massachusetts
$274K +$276K +956 New
SBH
834
Segall Bryant & Hamill
Illinois
$272K +$275K +950 New
KWMG
835
King Wealth Management Group
Florida
$269K +$271K +938 New
EWA
836
Exencial Wealth Advisors
Oklahoma
$268K -$81K -280 -23%
CG
837
Cutler Group
California
$266K +$268K +927 New
PG
838
Proffitt & Goodson
Tennessee
$265K -$1.1M -3,803 -80%
PWMAG
839
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$643K -2,225 -71%
SFA
840
Sequoia Financial Advisors
Ohio
$263K +$23.1K +80 +10%
CIP
841
Convergence Investment Partners
Florida
$260K -$6.36K -22 -2%
NFG
842
Next Financial Group
Texas
$260K +$154K +533 +143%
NFH
843
NEXT Financial Holdings
Texas
$260K +$262K +907 New
HKAM
844
Horizon Kinetics Asset Management
New York
$259K +$261K +901 New
LFAS
845
Level Four Advisory Services
Texas
$258K -$11.9K -41 -4%
HWMG
846
Hurlow Wealth Management Group
Indiana
$256K – – –
FHA
847
First Horizon Advisors
Tennessee
$253K -$16.8K -58 -6%
FRM
848
Fox Run Management
Connecticut
$253K +$255K +883 New
TTWM
849
TCV Trust & Wealth Management
Virginia
$250K +$252K +873 New
JT
850
Jump Trading
Illinois
$248K +$250K +865 New
32 33
34
35 36