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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
901
Carroll Financial Associates
North Carolina
$64K – – –
MWM
902
Mascoma Wealth Management
New Hampshire
$63K – – –
KPW
903
Kore Private Wealth
New York
$58K +$61K +222 New
LFG
904
Larson Financial Group
Missouri
$58K +$61K +222 New
IBOK
905
Independence Bank of Kentucky
Kentucky
$57K – – –
TIM
906
Tortoise Investment Management
New York
$56K – – –
HDIM
907
Hanson & Doremus Investment Management
Vermont
$53K – – –
MFW
908
Mosaic Family Wealth
Missouri
$53K – – –
ESB
909
Essex Savings Bank
Connecticut
$53K +$55K +200 New
QT
910
Quantamental Technologies
New York
$52K +$54.4K +198 New
VCM
911
Versant Capital Management
Arizona
$51K – – –
PCP
912
Proficio Capital Partners
Massachusetts
$51K +$9.07K +33 +20%
WANY
913
Wealthspire Advisors (New York)
New York
$50K +$52K +189 New
FGC
914
Financial Gravity Companies
Texas
$49K +$44.5K +162 New
OSNBOA
915
Old Second National Bank of Aurora
Illinois
$46K – – –
WPA
916
West Paces Advisors
Georgia
$45.2K – – –
TCOV
917
Trust Company of Vermont
Vermont
$45K -$14.8K -54 -24%
AWM
918
AllSquare Wealth Management
New York
$42K -$13.7K -50 -24%
TL
919
TrueWealth LLC
Georgia
$42K -$1.38K -5 -3%
SFA
920
Semmax Financial Advisors
North Carolina
$42K +$44.3K +161 New
HCM
921
Highlander Capital Management
New Jersey
$39K – – –
FTI
922
Fiduciary Trust International
Massachusetts
$39K +$41.2K +150 New
CFA
923
Camarda Financial Advisors
Florida
$38K – – –
PO
924
Private Ocean
California
$37K -$4.67K -17 -11%
CA
925
Claro Advisors
Massachusetts
$36K +$36.6K +133 New
35 36
37
38 39