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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
826
Buckingham Strategic Wealth
Missouri
$299K -$17.9K -67 -6%
GIM
827
Goelzer Investment Management
Indiana
$299K
ADL
828
Asset Dedication LLC
California
$299K +$2.4K +9 +0.8%
TP
829
Truvvo Partners
New York
$297K +$301K +1,127 New
NWS
830
Newport Wealth Strategies
California
$295K -$8K -30 -3%
SIS
831
Sound Income Strategies
Florida
$295K
CANY
832
Caxton Associates (New York)
New York
$295K +$299K +1,121 New
TIA
833
Tandem Investment Advisors
South Carolina
$295K +$299K +1,122 New
KWM
834
Kingsview Wealth Management
Oregon
$293K -$267 -1 -0.1%
BFC
835
Bedel Financial Consulting
Indiana
$292K
CWM
836
Chesapeake Wealth Management
Virginia
$291K
MA
837
MANA Advisors
New York
$291K +$296K +1,108 New
JWCA
838
J.W. Coons Advisors
Ohio
$289K
GIA
839
GHP Investment Advisors
Colorado
$287K +$5.07K +19 +2%
PWM
840
PBMares Wealth Management
Virginia
$286K -$8.54K -32 -3%
PW
841
Price Wealth
Texas
$286K +$75.1M +281,607 +1,340,986%
HIC
842
Holderness Investments Company
North Carolina
$284K +$288K +1,080 New
IFG
843
Investors Financial Group
Minnesota
$281K
IA
844
IFP Advisors
Florida
$281K +$800 +3 +0.3%
Lido Advisors
845
Lido Advisors
California
$279K +$1.07K +4 +0.4%
AAS
846
Annex Advisory Services
Wisconsin
$278K -$12.5K -47 -4%
WMA
847
Wealth Management Associates
New Jersey
$277K +$14.1K +53 +5%
BAM
848
Belpointe Asset Management
Nevada
$275K -$19.7K -74 -7%
AW
849
Alpha Windward
Massachusetts
$273K -$12.5K -47 -4%
BHBT
850
Burke & Herbert Bank & Trust
Virginia
$273K +$5.34K +20 +2%