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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1101
Lantern Wealth Advisors
New York
$542K – – –
FMLI
1102
Fukoku Mutual Life Insurance
Japan
$541K – – –
CIAS
1103
Capital Investment Advisory Services
North Carolina
$536K – – –
CFG
1104
Carr Financial Group
Massachusetts
$535K +$1.06K +2 +0.2%
OIS
1105
Okabena Investment Services
Minnesota
$529K -$166K -314 -24%
BW
1106
Basepoint Wealth
Iowa
$528K -$23.8K -45 -4%
C1AG
1107
Client 1st Advisory Group
Florida
$521K +$41.8K +79 +9%
AWM
1108
Adams Wealth Management
Utah
$518K +$138K +261 +38%
CI
1109
CacheTech Inc
Utah
$518K +$505K +956 New
CWAG
1110
Compton Wealth Advisory Group
Virginia
$517K – – –
LA
1111
Latitude Advisors
Florida
$515K -$3.17K -6 -0.6%
DWM
1112
Dakota Wealth Management
Florida
$513K +$8.46K +16 +2%
GWM
1113
GSB Wealth Management
Connecticut
$513K +$529 +1 +0.1%
SWC
1114
Spectrum Wealth Counsel
Indiana
$510K -$5.81K -11 -1%
SXL
1115
Summit X LLC
Missouri
$507K +$121K +229 +32%
AP
1116
Adero Partners
California
$505K +$164K +310 +50%
RDFA
1117
Ritter Daniher Financial Advisory
Ohio
$500K -$10.6K -20 -2%
CF
1118
Centaurus Financial
California
$498K +$195K +368 +67%
WWM
1119
Western Wealth Management
Colorado
$494K -$11.6K -22 -2%
DWM
1120
Drive Wealth Management
Utah
$494K +$15.9K +30 +3%
WAS
1121
Wealth Advisory Solutions
Indiana
$492K – – –
FFBTD
1122
First Financial Bank - Trust Division
Ohio
$492K -$3.7K -7 -0.8%
IP
1123
Ignite Planners
California
$491K +$80.9K +153 +20%
SAG
1124
SageView Advisory Group
California
$490K +$18K +34 +4%
HA
1125
HFG Advisors
Ohio
$490K +$1.06K +2 +0.2%
43 44
45
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