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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Congress Wealth Management
Massachusetts
$507K +$20.1K +44 +4%
PWMAG
927
Pinnacle Wealth Management Advisory Group
New Jersey
$502K +$27.9K +61 +6%
AWP
928
Ascent Wealth Partners
New York
$500K -$11.9K -26 -2%
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$498K +$24.7K +54 +6%
HCM
930
Hengehold Capital Management
Ohio
$497K +$14.2K +31 +3%
UCB
931
United Community Bank
South Carolina
$496K +$2.29K +5 +0.5%
OWM
932
OneAscent Wealth Management
Alabama
$492K -$37.9K -83 -8%
JG
933
Jefferies Group
New York
$491K -$2.1M -4,600 -82%
FB
934
Fulton Bank
Pennsylvania
$491K -$19.2K -42 -4%
AT
935
American Trust
Kentucky
$486K -$26.5K -58 -6%
PFA
936
Pure Financial Advisors
California
$486K +$457 +1 +0.1%
CSWM
937
Cassady Schiller Wealth Management
Ohio
$485K +$5.94K +13 +1%
FFBTD
938
First Financial Bank - Trust Division
Ohio
$484K – – –
HSA
939
HBK Sorce Advisory
Pennsylvania
$482K -$40.2K -88 -8%
FFA
940
Founders Financial Alliance
North Carolina
$481K -$457 -1 -0.1%
CFIA
941
Cantor Fitzgerald Investment Advisors
New York
$481K +$217K +475 +94%
BHWM
942
Bar Harbor Wealth Management
New Hampshire
$479K -$26.1K -57 -6%
CSI
943
Cross Staff Investments
New York
$479K -$13.7K -30 -3%
SWA
944
Stratos Wealth Advisors
Ohio
$478K +$117K +257 +36%
KFGK
945
Keystone Financial Group (Kentucky)
Kentucky
$477K -$200K -437 -31%
WPW
946
Waldron Private Wealth
Pennsylvania
$476K +$112K +244 +34%
EWM
947
Evercore Wealth Management
New York
$473K -$40.2K -88 -8%
PFA
948
Pettinga Financial Advisors
Indiana
$472K +$2.74K +6 +0.6%
CCB
949
Country Club Bank
Missouri
$470K +$428K +936 New
HPC
950
HM Payson & Co
Maine
$468K – – –
36 37
38
39 40