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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
901
AXS Investments
New York
$624K -$144K -291 -18%
PWPS
902
Pinnacle Wealth Planning Services
Ohio
$621K -$17.8K -36 -3%
SWA
903
Sutton Wealth Advisors
Florida
$619K +$1.48K +3 +0.2%
PWMAG
904
Pinnacle Wealth Management Advisory Group
New Jersey
$618K +$128K +258 +25%
EVM
905
Evelyn V. Moreno
$603K +$618K +1,249 New
OIA
906
OneDigital Investment Advisors
Kansas
$601K -$54.4K -110 -8%
FLAM
907
First Light Asset Management
Minnesota
$600K – – –
CG
908
CFO4Life Group
Texas
$596K +$613K +1,240 New
AI
909
Accredited Investors
Minnesota
$595K -$12.9K -26 -2%
QC
910
Quent Capital
New York
$592K +$5.94K +12 +1%
BFC
911
Bedel Financial Consulting
Indiana
$592K +$58.4K +118 +11%
SFS
912
Stiles Financial Services
Minnesota
$588K -$5.94K -12 -1%
EI
913
Ellevest Inc
New York
$586K +$73.7K +149 +14%
GFP
914
Gryphon Financial Partners
Ohio
$582K -$194K -393 -25%
JC
915
JB Capital
Connecticut
$582K +$249K +504 +72%
CA
916
Continuum Advisory
Idaho
$581K +$234K +474 +65%
SMF
917
Sterling Manor Financial
New York
$581K +$596K +1,204 New
MC
918
Middleton & Co
Massachusetts
$579K -$66.3K -134 -10%
CLOS
919
Compagnie Lombard Odier SCmA
Switzerland
$579K – – –
FNBOSM
920
First National Bank of South Miami
Florida
$575K -$9.4K -19 -2%
EFG
921
Everhart Financial Group
Ohio
$575K +$58.4K +118 +11%
FTC
922
Farmers Trust Company
Ohio
$573K -$5.44K -11 -0.9%
FIM
923
Freedom Investment Management
Connecticut
$570K +$8.9K +18 +2%
AOWM
924
Alpha Omega Wealth Management
Virginia
$567K -$52.4K -106 -8%
SIA
925
Schechter Investment Advisors
Michigan
$567K +$51K +103 +10%
35 36
37
38 39