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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1001
Gladstone Institutional Advisory
Florida
$487K +$69.2K +150 +16%
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
$487K -$8.77K -19 -2%
PWMG
1003
Prestige Wealth Management Group
New Jersey
$485K -$320K -694 -39%
CFG
1004
Citizens Financial Group
Rhode Island
$484K -$113K -245 -18%
PWPS
1005
Pinnacle Wealth Planning Services
Ohio
$482K -$139K -301 -22%
PFS
1006
Prospera Financial Services
Texas
$480K -$89K -193 -15%
CWP
1007
Concord Wealth Partners
Virginia
$480K +$92.7K +201 +23%
SIC
1008
Samalin Investment Counsel
New York
$479K +$166K +359 +50%
EWA
1009
EverSource Wealth Advisors
Alabama
$478K +$49.8K +108 +11%
ESCM
1010
Echo Street Capital Management
New York
$475K -$280K -606 -36%
SIA
1011
Schechter Investment Advisors
Michigan
$474K -$190K -412 -28%
EI
1012
Ellevest Inc
New York
$474K -$461 -1 -0.1%
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$472K – – –
WAM
1014
Weinberger Asset Management
California
$469K +$3.69K +8 +0.8%
W
1015
WealthOne
New York
$467K +$3.69K +8 +0.8%
TYCC
1016
Texas Yale Capital Corp
Florida
$467K -$921K -1,997 -66%
CAM
1017
Campion Asset Management
Virginia
$467K – – –
GA
1018
Geller Advisors
New York
$467K +$50.3K +109 +12%
AOWM
1019
Alpha Omega Wealth Management
Virginia
$466K -$40.6K -88 -8%
VCM
1020
Virtue Capital Management
Tennessee
$466K +$188K +407 +63%
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$465K +$9.23K +20 +2%
DJSG
1022
D.J. St. Germain
Massachusetts
$464K +$482K +1,044 New
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$462K – – –
PNC
1024
Park National Corp
Ohio
$456K +$3.23K +7 +0.7%
HCM
1025
Hengehold Capital Management
Ohio
$451K +$461 +1 +0.1%
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