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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$709K +$48.7K +96 +7%
DIA
902
Dean Investment Associates
Ohio
$704K -$8.63K -17 -1%
WPC
903
Wedmont Private Capital
Pennsylvania
$702K +$78.7K +155 +12%
WWM
904
Windsor Wealth Management
Indiana
$702K – – –
PHAM
905
Palisades Hudson Asset Management
Florida
$700K – – –
DWA
906
Douglass Winthrop Advisors
New York
$698K – – –
WMA
907
Wealth Management Associates
New Jersey
$698K +$27.9K +55 +4%
PCS
908
Personal CFO Solutions
New Jersey
$697K -$125K -246 -15%
NIM
909
Northeast Investment Management
Massachusetts
$691K +$184K +363 +37%
CG
910
CFO4Life Group
Texas
$687K -$1.52K -3 -0.2%
C
911
CFO4Life
Texas
$687K +$680K +1,340 New
NFA
912
Northern Financial Advisors
Michigan
$685K +$678K +1,335 New
NP
913
NorthRock Partners
Minnesota
$684K +$104K +204 +18%
LWAC
914
Laurel Wealth Advisors (California)
California
$683K -$8.12K -16 -1%
WA
915
Wealth Alliance
New York
$679K -$54.3K -107 -7%
AA
916
ALPS Advisors
Colorado
$679K -$37.1K -73 -5%
IA
917
IFP Advisors
Florida
$672K -$26.4K -52 -2%
MFG
918
Merit Financial Group
Georgia
$672K +$35.5K +70 +6%
CA
919
Continuum Advisory
Idaho
$665K +$34K +67 +5%
PFA
920
Pettinga Financial Advisors
Indiana
$657K – – –
SXL
921
Summit X LLC
Missouri
$655K -$119K -234 -15%
AWM
922
Axxcess Wealth Management
California
$654K +$647K +1,275 New
PFS
923
Prospera Financial Services
Texas
$652K +$113K +223 +21%
SFM
924
Signet Financial Management
New Jersey
$651K -$8.63K -17 -1%
JF
925
JSF Financial
California
$646K +$640K +1,260 New
35 36
37
38 39