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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Cetera Advisors
Colorado
$346K +$36.8K +120 +13%
PCA
852
Personal Capital Advisors
California
$344K +$329K +1,072 New
KWM
853
Kingsview Wealth Management
Oregon
$343K -$13.8K -45 -4%
AWM
854
Altium Wealth Management
New York
$343K +$47K +153 +17%
WMA
855
Wealth Management Associates
New Jersey
$338K – – –
PFS
856
Prospera Financial Services
Texas
$337K +$317K +1,034 +9,400%
BHBT
857
Burke & Herbert Bank & Trust
Virginia
$334K – – –
TNBTD
858
Trustmark National Bank Trust Department
Mississippi
$334K – – –
OQS
859
Occudo Quantitative Strategies
Florida
$334K +$319K +1,041 New
HCM
860
Hengehold Capital Management
Ohio
$330K +$307 +1 +0.1%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$330K +$6.75K +22 +2%
GTCM
862
Gyon Technologies Capital Management
New Jersey
$327K -$449K -1,463 -59%
MCC
863
Money Concepts Capital
Florida
$327K +$312K +1,018 New
CWP
864
Concord Wealth Partners
Virginia
$325K +$311K +1,012 New
HS
865
Haafor (Singapore)
Singapore
$324K +$66.6K +217 +27%
BCWM
866
Bartlett & Co Wealth Management
Ohio
$323K +$1.84K +6 +0.6%
BC
867
Bartlett & Co
Ohio
$323K +$1.84K +6 +0.6%
IC
868
Inverness Counsel
New York
$322K -$351K -1,145 -53%
LFAS
869
Level Four Advisory Services
Texas
$319K -$23.3K -76 -7%
HPC
870
HM Payson & Co
Maine
$317K +$49.4K +161 +19%
EA
871
Emerald Advisors
Washington
$316K -$82.6K -269 -21%
WAP
872
Wealthcare Advisory Partners
Pennsylvania
$316K +$302K +983 New
BAM
873
Belpointe Asset Management
Nevada
$315K -$34.4K -112 -10%
PWMAG
874
Pinnacle Wealth Management Advisory Group
New Jersey
$315K – – –
PFA
875
Pure Financial Advisors
California
$315K +$301K +980 New
33 34
35
36 37