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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1051
Allworth Financial
California
$147K – – –
FF
1052
FourThought Financial
Florida
$146K -$64.3K -200 -33%
ICM
1053
Islay Capital Management
Texas
$146K -$45K -140 -26%
AF
1054
Advisornet Financial
Minnesota
$144K -$19.3K -60 -13%
GSAM
1055
Grant Street Asset Management
Pennsylvania
$142K – – –
TWA
1056
TCI Wealth Advisors
Arizona
$139K +$23.8K +74 +24%
SNT
1057
Security National Trust
West Virginia
$133K -$1.61K -5 -1%
DAM
1058
Delta Asset Management
Tennessee
$129K – – –
CFFP
1059
Center for Financial Planning
Michigan
$125K – – –
HFM
1060
Harvest Fund Management
China
$125K +$15.1K +47 +16%
1IA
1061
1834 Investment Advisors
Wisconsin
$122K – – –
TC
1062
Trust Company
Kansas
$120K -$53.7K -167 -33%
KPCM
1063
Kings Point Capital Management
New York
$120K +$108K +335 New
PO
1064
Private Ocean
California
$116K +$46.3K +144 +80%
COCM
1065
Charter Oak Capital Management
New Hampshire
$112K – – –
AWA
1066
Arkadios Wealth Advisors
Georgia
$109K – – –
ST
1067
Smithfield Trust
Pennsylvania
$108K +$4.82K +15 +5%
JCM
1068
Jacobi Capital Management
Pennsylvania
$102K +$15.8K +49 +21%
CFO
1069
CVA Family Office
Colorado
$102K +$67.5K +210 +280%
AIC
1070
Archer Investment Corporation
Indiana
$99.1K – – –
SFMG
1071
Sage Financial Management Group
Virginia
$98K +$87.5K +272 New
PCG
1072
Private Capital Group
Connecticut
$96K -$1.93K -6 -2%
AWM
1073
Atticus Wealth Management
Florida
$95K – – –
PVH
1074
Psagot Value Holdings
Israel
$95K – – –
VRM
1075
Vectors Research Management
New York
$94K – – –
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43
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