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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1101
D.J. St. Germain
Massachusetts
$252K – – –
CWM
1102
CCG Wealth Management
California
$249K – – –
FCH
1103
Freestone Capital Holdings
Washington
$249K +$226K +537 New
LFA
1104
Legacy Financial Advisors
Kentucky
$249K +$226K +537 New
DIP
1105
DT Investment Partners
Pennsylvania
$248K -$51.3K -122 -19%
SP
1106
Successful Portfolios
Florida
$247K +$224K +532 New
SWIG
1107
Strategic Wealth Investment Group
Kentucky
$247K +$225K +534 New
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$245K -$10.1K -24 -4%
FBT
1109
First Bank & Trust
South Dakota
$244K +$5.47K +13 +3%
SPFA
1110
Summit Place Financial Advisors
New Jersey
$243K -$18.9K -45 -8%
MAM
1111
Marotta Asset Management
Virginia
$242K +$220K +523 New
CCMG
1112
Clark Capital Management Group
Pennsylvania
$242K +$220K +522 New
GA
1113
Greenspring Advisors
Maryland
$242K +$220K +523 New
OPA
1114
Old Port Advisors
Maine
$239K – – –
PCMC
1115
Paragon Capital Management (Colorado)
Colorado
$239K +$217K +515 New
SEM
1116
Strategic Equity Management
Arizona
$239K +$217K +515 New
MC
1117
Maverick Capital
Texas
$237K -$37.4K -89 -15%
KA
1118
Kozak & Associates
Colorado
$237K +$25.2K +60 +14%
CWM
1119
Cedar Wealth Management
California
$234K -$119K -282 -36%
CFIA
1120
Cantor Fitzgerald Investment Advisors
New York
$234K +$212K +505 New
WCM
1121
Windsor Capital Management
Arizona
$233K -$56K -133 -21%
AF
1122
Advisornet Financial
Minnesota
$233K -$13.5K -32 -6%
HPWM
1123
Highland Private Wealth Management
Washington
$232K +$210K +499 New
HCA
1124
Harbour Capital Advisors
Virginia
$232K +$210K +500 New
WJWM
1125
Williams Jones Wealth Management
New York
$232K +$210K +500 New
43 44
45
46 47