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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
926
Berkshire Asset Management
Pennsylvania
$458K -$54.3K -129 -12%
CWM
927
Congress Wealth Management
Massachusetts
$458K +$416K +988 New
FFBTD
928
First Financial Bank - Trust Division
Ohio
$457K +$1.68K +4 +0.4%
HCM
929
Hengehold Capital Management
Ohio
$455K -$3.79K -9 -0.9%
FFA
930
Founders Financial Alliance
North Carolina
$454K -$3.79K -9 -0.9%
TIA
931
Tandem Investment Advisors
South Carolina
$454K +$421 +1 +0.1%
CSWM
932
Cassady Schiller Wealth Management
Ohio
$452K +$410K +975 New
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$446K -$112K -266 -22%
PWMAG
934
Pinnacle Wealth Management Advisory Group
New Jersey
$445K – – –
NP
935
NorthRock Partners
Minnesota
$444K +$164K +391 +69%
PFA
936
Pettinga Financial Advisors
Indiana
$443K +$2.94K +7 +0.7%
HPC
937
HM Payson & Co
Maine
$442K – – –
BC
938
Bartlett & Co
Ohio
$441K – – –
FAG
939
Financial Advisory Group
Texas
$441K – – –
BCWM
940
Bartlett & Co Wealth Management
Ohio
$441K – – –
MWM
941
Modera Wealth Management
New Jersey
$440K +$399K +949 New
GCM
942
G2 Capital Management
Ohio
$440K +$400K +950 New
WWM
943
Western Wealth Management
Colorado
$438K +$399K +949 New
SMG
944
Spectrum Management Group
Indiana
$437K – – –
PWM
945
PBMares Wealth Management
Virginia
$432K -$59.7K -142 -13%
HIC
946
Holderness Investments Company
North Carolina
$431K – – –
BTWM
947
Baker Tilly Wealth Management
Wisconsin
$431K +$144K +342 +58%
CCT
948
Country Club Trust
Missouri
$424K +$382K +908 New
KFA
949
Krane Funds Advisors
New York
$423K -$70.7K -168 -16%
GDP
950
Great Diamond Partners
Maine
$419K +$49.6K +118 +15%
36 37
38
39 40