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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1051
Financial Enhancement Group
Indiana
$72K +$44.8K +146 +187%
TSW
1052
Thompson Siegel & Walmsley
Virginia
$71K
RDFA
1053
Ritter Daniher Financial Advisory
Ohio
$65K +$62K +202 New
Credit Agricole
1054
Credit Agricole
France
$64K
PS
1055
Planned Solutions
California
$64K +$61.4K +200 New
SWA
1056
Safir Wealth Advisors
New Hampshire
$64K +$61.4K +200 New
USGIU
1057
U.S. Global Investors (USGI)
Texas
$64K +$61.4K +200 New
EFSCE
1058
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$3.38K -11 -5%
LFG
1059
Larson Financial Group
Missouri
$61K
IBOK
1060
Independence Bank of Kentucky
Kentucky
$60K
ABC
1061
Associated Banc-Corp
Wisconsin
$60K +$42.7K +139 +290%
RE
1062
RBC Europe
United Kingdom
$59.4K
FCB
1063
First Command Bank
Texas
$58K
FCFS
1064
First Command Financial Services
Texas
$58K
PO
1065
Private Ocean
California
$58K +$307 +1 +0.6%
CCA
1066
Childress Capital Advisors
Texas
$58K +$53.7K +175 New
LWCFA
1067
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K +$55.9K +182 New
WWM
1068
Wolff Wiese Magana
California
$57K +$54.9K +179 New
TF
1069
TimeScale Financial
Massachusetts
$56K
TFA
1070
Toth Financial Advisory
Virginia
$56K +$23K +75 +75%
FCH
1071
Freestone Capital Holdings
Washington
$53.3K +$50.9K +166 New
HDIM
1072
Hanson & Doremus Investment Management
Vermont
$53K
AWM
1073
AllSquare Wealth Management
New York
$51K
SWM
1074
Sugarloaf Wealth Management
Georgia
$49K -$414K -1,349 -90%
MA
1075
MCF Advisors
Kentucky
$49K