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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1051
Trust Point Inc
Wisconsin
$567K +$6.96K +14 +1%
VFPW
1052
Vantage Financial Partners (Wisconsin)
Wisconsin
$565K +$542K +1,090 New
CIM
1053
CIM Investment Management
Pennsylvania
$565K – – –
FPWM
1054
FSB Premier Wealth Management
Iowa
$564K +$224K +451 +71%
LA
1055
Lifeworks Advisors
Michigan
$560K +$73.1K +147 +16%
PWM
1056
PBMares Wealth Management
Virginia
$559K +$28.3K +57 +6%
LA
1057
Legacy Advisors
Pennsylvania
$558K -$7.96K -16 -1%
FWTB
1058
First Western Trust Bank
Colorado
$553K -$27.9K -56 -5%
WWM
1059
Whalen Wealth Management
Nevada
$552K – – –
IWM
1060
IHT Wealth Management
Illinois
$546K +$70.6K +142 +16%
CWG
1061
Cornerstone Wealth Group
North Carolina
$546K +$55.7K +112 +12%
CAM
1062
Campion Asset Management
Virginia
$544K – – –
TYCC
1063
Texas Yale Capital Corp
Florida
$544K – – –
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
$544K +$995 +2 +0.2%
MS
1065
Maven Securities
Jersey
$544K +$196K +394 +60%
AOWM
1066
Alpha Omega Wealth Management
Virginia
$544K – – –
AL
1067
Aspiriant LLC
California
$544K +$4.97K +10 +1%
AIA
1068
Affinity Investment Advisors
California
$543K -$3.48K -7 -0.7%
FFA
1069
Farther Finance Advisors
California
$540K +$50.7K +102 +11%
BHBT
1070
Burke & Herbert Bank & Trust
Virginia
$539K – – –
CHAM
1071
Clear Harbor Asset Management
Connecticut
$539K +$145K +291 +39%
VIM
1072
VELA Investment Management
Ohio
$534K +$5.47K +11 +1%
SFM
1073
Signet Financial Management
New Jersey
$532K -$17.9K -36 -3%
GIA
1074
Gladstone Institutional Advisory
Florida
$531K -$74.1K -149 -13%
BW
1075
Basepoint Wealth
Iowa
$529K -$1.99K -4 -0.4%
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