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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1026
Ellevest Inc
New York
$45K +$36.3K +132 +825%
MAWCM
1027
Mine & Arao Wealth Creation & Management
California
$45K +$41.3K +150 New
PGAM
1028
Princeton Global Asset Management
New Jersey
$41K +$37.4K +136 New
HFM
1029
Hartford Financial Management
Connecticut
$39K – – –
RWM
1030
Raffa Wealth Management
District of Columbia
$37.8K – – –
WCM
1031
Wealthcare Capital Management
Virginia
$37K +$5.78K +21 +21%
CAC
1032
Certified Advisory Corp
Florida
$35K -$2.2K -8 -7%
AA
1033
Advisory Alpha
Michigan
$34.4K -$826 -3 -3%
CYG
1034
Clean Yield Group
Vermont
$34K -$4.4K -16 -13%
MRCM
1035
M&R Capital Management
New Jersey
$34K – – –
PMFA
1036
Plante Moran Financial Advisors
Michigan
$34K +$22.8K +83 +286%
LF
1037
Lee Financial
Texas
$33K – – –
WHG
1038
Westwood Holdings Group
Texas
$33K +$30K +109 New
TA
1039
TFG Advisers
Michigan
$33K +$30.3K +110 New
SMFS
1040
Squar Milner Financial Services
California
$32K +$30K +109 New
CWP
1041
CFM Wealth Partners
Texas
$31K +$27.5K +100 New
TFA
1042
Toth Financial Advisory
Virginia
$30K – – –
MS
1043
Mizuho Securities
Japan
$30K +$27.5K +100 New
SIM
1044
Sonora Investment Management
Arizona
$30K +$27.5K +100 New
LWANC
1045
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$13.8K -50 -37%
TFO
1046
Tarbox Family Office
California
$26K -$1.1K -4 -4%
VCM
1047
Versant Capital Management
Arizona
$24K -$7.43K -27 -25%
BCI
1048
Brinker Capital Investments
Pennsylvania
$24K +$550 +2 +3%
AIM
1049
AIA Investment Management
Singapore
$24K +$8.81K +32 +67%
FEG
1050
Financial Enhancement Group
Indiana
$24K +$10.7K +39 +100%
40 41
42
43 44