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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
926
Leonteq Securities AG
Switzerland
$897K -$386K -730 -31%
BF
927
Brogan Financial
Tennessee
$894K +$2.64K +5 +0.3%
PTC
928
Private Trust Company
Ohio
$892K +$76.6K +145 +10%
PP
929
PDS Planning
Ohio
$892K +$8.99K +17 +1%
GTAM
930
Global Trust Asset Management
Florida
$889K -$23.8K -45 -3%
VT
931
Vise Technologies
New York
$885K +$67.1K +127 +8%
CCG
932
Catalina Capital Group
California
$883K +$412K +780 +92%
SMA
933
Sage Mountain Advisors
Georgia
$880K +$250K +473 +41%
FW
934
FullCircle Wealth
Texas
$879K +$908K +1,717 New
PL
935
Plancorp LLC
Missouri
$874K +$7.4K +14 +0.9%
OFG
936
OmniStar Financial Group
North Carolina
$873K +$6.87K +13 +0.8%
LI
937
LRI Investments
Florida
$870K – – –
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$869K +$135K +256 +19%
SAI
939
Systematic Alpha Investments
New Jersey
$865K – – –
EWM
940
Evermay Wealth Management
Virginia
$861K -$35.4K -67 -4%
HCM
941
Hollencrest Capital Management
California
$860K +$1.59K +3 +0.2%
MSCM
942
McElhenny Sheffield Capital Management
Texas
$860K -$32.8K -62 -4%
TCM
943
Twin Capital Management
Pennsylvania
$859K -$19.6K -37 -2%
AW
944
Atlas Wealth
Ohio
$859K +$428K +810 +100%
FMC
945
First Merchants Corp
Indiana
$857K – – –
MCC
946
Money Concepts Capital
Florida
$857K +$27K +51 +3%
BFG
947
Beacon Financial Group
Texas
$853K -$38.6K -73 -4%
LTAS
948
Linden Thomas Advisory Services
North Carolina
$852K -$39.1K -74 -4%
CWM
949
Compass Wealth Management
Connecticut
$850K – – –
MHS
950
M Holdings Securities
Oregon
$849K +$828K +1,567 New
36 37
38
39 40