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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1051
Northeast Investment Management
Massachusetts
$208K +$209K +546 New
SIC
1052
Samalin Investment Counsel
New York
$207K +$206K +540 New
MCWS
1053
McKinley Carter Wealth Services
West Virginia
$207K +$207K +542 New
CWM
1054
CCG Wealth Management
California
$205K +$206K +538 New
CA
1055
Calton & Associates
Florida
$204K +$203K +532 New
SWIG
1056
Strategic Wealth Investment Group
Kentucky
$203K +$203K +531 New
SP
1057
Successful Portfolios
Florida
$203K +$203K +531 New
MAM
1058
Marotta Asset Management
Virginia
$201K +$200K +523 New
AssetMark Inc
1059
AssetMark Inc
California
$197K +$6.88K +18 +4%
DWMG
1060
DB Wealth Management Group
California
$192K
CFD
1061
Creative Financial Designs
Indiana
$191K
PFBT
1062
Parkside Financial Bank & Trust
Missouri
$191K +$4.2K +11 +2%
FBT
1063
First Bank & Trust
South Dakota
$187K +$14.5K +38 +8%
EBA
1064
Eagle Bay Advisors
New York
$186K +$184K +481 New
MCM
1065
Manchester Capital Management
Vermont
$182K
MA
1066
Montag & Associates
Georgia
$174K -$11.1K -29 -6%
CFA
1067
Carroll Financial Associates
North Carolina
$174K +$1.15K +3 +0.7%
GWS
1068
Glassman Wealth Services
Virginia
$170K -$25.2K -66 -13%
RDWM
1069
Red Door Wealth Management
Tennessee
$169K +$170K +444 New
NFG
1070
Next Financial Group
Texas
$168K -$55.8K -146 -25%
HFM
1071
Harvest Fund Management
China
$167K +$33.2K +87 +25%
AWA
1072
Arkadios Wealth Advisors
Georgia
$164K +$47.4K +124 +41%
Cohen & Steers
1073
Cohen & Steers
New York
$161K
FF
1074
FourThought Financial
Florida
$155K
ICM
1075
Islay Capital Management
Texas
$155K