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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
951
Hollencrest Capital Management
California
$480K -$606K -1,267 -55%
OWM
952
OneAscent Wealth Management
Alabama
$479K +$56K +117 +12%
BFA
953
Beaumont Financial Advisors
Massachusetts
$477K -$24.9K -52 -5%
BWCS
954
Beirne Wealth Consulting Services
Connecticut
$477K – – –
BTWM
955
Baker Tilly Wealth Management
Wisconsin
$477K +$203K +425 +68%
PFS
956
Prospera Financial Services
Texas
$477K +$224K +468 +81%
FAIM
957
Financial Advocates Investment Management
Washington
$477K +$1.6M +3,345 +555%
PAMG
958
Patton Albertson Miller Group
Tennessee
$476K – – –
VVP
959
Venture Visionary Partners
Ohio
$476K +$478 +1 +0.1%
LFG
960
Larson Financial Group
Missouri
$474K +$311K +651 +166%
WAM
961
Weinberger Asset Management
California
$473K +$1.44K +3 +0.3%
BHBT
962
Burke & Herbert Bank & Trust
Virginia
$472K – – –
W
963
WealthOne
New York
$471K +$478 +1 +0.1%
PP
964
PDS Planning
Ohio
$468K +$6.7K +14 +1%
AT
965
American Trust
Kentucky
$467K -$9.57K -20 -2%
HCM
966
Hengehold Capital Management
Ohio
$461K +$478 +1 +0.1%
GIA
967
Gladstone Institutional Advisory
Florida
$460K +$22.5K +47 +5%
CCB
968
Country Club Bank
Missouri
$458K +$22K +46 +5%
WPW
969
Waldron Private Wealth
Pennsylvania
$457K +$12K +25 +3%
CWM
970
Congress Wealth Management
Massachusetts
$456K -$478 -1 -0.1%
AWA
971
Arete Wealth Advisors
Illinois
$452K +$142K +297 +43%
TCM
972
Teza Capital Management
Illinois
$451K -$226K -473 -32%
AG
973
AIA Group
Hong Kong
$449K -$275K -574 -37%
AWP
974
Ascent Wealth Partners
New York
$449K – – –
CSWM
975
Cassady Schiller Wealth Management
Ohio
$449K – – –
37 38
39
40 41