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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1051
Gerber Kawasaki Wealth & Investment Management
California
$209K +$210K +550 New
DJSG
1052
D.J. St. Germain
Massachusetts
$208K +$208K +544 New
NIM
1053
Northeast Investment Management
Massachusetts
$208K +$209K +546 New
SIC
1054
Samalin Investment Counsel
New York
$207K +$206K +540 New
MCWS
1055
McKinley Carter Wealth Services
West Virginia
$207K +$207K +542 New
CWM
1056
CCG Wealth Management
California
$205K +$206K +538 New
CA
1057
Calton & Associates
Florida
$204K +$203K +532 New
SWIG
1058
Strategic Wealth Investment Group
Kentucky
$203K +$203K +531 New
SP
1059
Successful Portfolios
Florida
$203K +$203K +531 New
MAM
1060
Marotta Asset Management
Virginia
$201K +$200K +523 New
AssetMark Inc
1061
AssetMark Inc
California
$197K +$6.88K +18 +4%
DWMG
1062
DB Wealth Management Group
California
$192K – – –
CFD
1063
Creative Financial Designs
Indiana
$191K – – –
PFBT
1064
Parkside Financial Bank & Trust
Missouri
$191K +$4.2K +11 +2%
FBT
1065
First Bank & Trust
South Dakota
$187K +$14.5K +38 +8%
EBA
1066
Eagle Bay Advisors
New York
$186K +$184K +481 New
MCM
1067
Manchester Capital Management
Vermont
$182K – – –
MA
1068
Montag & Associates
Georgia
$174K -$11.1K -29 -6%
CFA
1069
Carroll Financial Associates
North Carolina
$174K +$1.15K +3 +0.7%
GWS
1070
Glassman Wealth Services
Virginia
$170K -$25.2K -66 -13%
RDWM
1071
Red Door Wealth Management
Tennessee
$169K +$170K +444 New
NFG
1072
Next Financial Group
Texas
$168K -$55.8K -146 -25%
HFM
1073
Harvest Fund Management
China
$167K +$33.2K +87 +25%
AWA
1074
Arkadios Wealth Advisors
Georgia
$164K +$47.4K +124 +41%
Cohen & Steers
1075
Cohen & Steers
New York
$161K – – –