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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Congress Wealth Management
Massachusetts
$458K +$416K +988 New
FFBTD
927
First Financial Bank - Trust Division
Ohio
$457K +$1.68K +4 +0.4%
HCM
928
Hengehold Capital Management
Ohio
$455K -$3.79K -9 -0.9%
FFA
929
Founders Financial Alliance
North Carolina
$454K -$3.79K -9 -0.9%
TIA
930
Tandem Investment Advisors
South Carolina
$454K +$421 +1 +0.1%
CSWM
931
Cassady Schiller Wealth Management
Ohio
$452K +$410K +975 New
WAP
932
Wealthcare Advisory Partners
Pennsylvania
$446K -$112K -266 -22%
PWMAG
933
Pinnacle Wealth Management Advisory Group
New Jersey
$445K – – –
NP
934
NorthRock Partners
Minnesota
$444K +$164K +391 +69%
PFA
935
Pettinga Financial Advisors
Indiana
$443K +$2.94K +7 +0.7%
HPC
936
HM Payson & Co
Maine
$442K – – –
BC
937
Bartlett & Co
Ohio
$441K – – –
FAG
938
Financial Advisory Group
Texas
$441K – – –
BCWM
939
Bartlett & Co Wealth Management
Ohio
$441K – – –
MWM
940
Modera Wealth Management
New Jersey
$440K +$399K +949 New
GCM
941
G2 Capital Management
Ohio
$440K +$400K +950 New
WWM
942
Western Wealth Management
Colorado
$438K +$399K +949 New
SMG
943
Spectrum Management Group
Indiana
$437K – – –
PWM
944
PBMares Wealth Management
Virginia
$432K -$59.7K -142 -13%
HIC
945
Holderness Investments Company
North Carolina
$431K – – –
BTWM
946
Baker Tilly Wealth Management
Wisconsin
$431K +$144K +342 +58%
CCT
947
Country Club Trust
Missouri
$424K +$382K +908 New
KFA
948
Krane Funds Advisors
New York
$423K -$70.7K -168 -16%
GDP
949
Great Diamond Partners
Maine
$419K +$49.6K +118 +15%
HS
950
Horan Securities
United States
$418K +$379K +901 New
36 37
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