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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
901
Brogan Financial
Tennessee
$545K +$2.8K +9 +0.5%
LI
902
LRI Investments
Florida
$545K +$24.6K +79 +5%
SRC
903
Shufro Rose & Co
New York
$544K – – –
HI
904
Harbour Investments
Wisconsin
$542K +$622 +2 +0.1%
FGWP
905
Founders Grove Wealth Partners
Virginia
$540K -$12.4K -40 -2%
VFP
906
Verus Financial Partners
Virginia
$539K +$311 +1 +0.1%
II
907
Impact Investors
California
$537K +$6.84K +22 +1%
SPC
908
Sigma Planning Corp
Michigan
$537K -$72.5K -233 -12%
TCA
909
Transcend Capital Advisors
New Jersey
$537K +$244K +785 +90%
KFGK
910
Keystone Financial Group (Kentucky)
Kentucky
$535K +$311 +1 +0.1%
SOS
911
Silver Oak Securities
Tennessee
$533K +$26.4K +85 +5%
RA
912
Ruggaard & Associates
Ohio
$531K – – –
GWA
913
Gratus Wealth Advisors
Virginia
$525K -$21.8K -70 -4%
NAM
914
NorthCrest Asset Manangement
Minnesota
$524K -$10.2M -32,854 -96%
PL
915
Plancorp LLC
Missouri
$522K +$6.22K +20 +1%
WA
916
Wealth Alliance
New York
$515K -$1.24K -4 -0.3%
OFG
917
OmniStar Financial Group
North Carolina
$513K +$494K +1,588 New
TFA
918
Tranquilli Financial Advisor
New Jersey
$512K -$56.9K -183 -10%
CCM
919
Canal Capital Management
Virginia
$510K -$162K -521 -25%
GT
920
Glenview Trust
Kentucky
$508K -$14.6K -47 -3%
CW
921
CreativeOne Wealth
Kansas
$507K +$20.5K +66 +4%
CIAS
922
Capital Investment Advisory Services
North Carolina
$506K +$198K +638 +69%
FCP
923
Fidelis Capital Partners
Florida
$505K +$6.84K +22 +1%
SWM
924
SeaCrest Wealth Management
New York
$505K +$38.9K +125 +10%
SFM
925
Systematic Financial Management
New Jersey
$504K -$62.2K -200 -11%
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37
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