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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1101
Brass Tax Wealth Management
Ohio
$407K +$803 +2 +0.2%
CAM
1102
Campion Asset Management
Virginia
$407K -$10K -25 -3%
FPL
1103
Fortress Private Ledger
North Carolina
$406K +$375K +933 New
AOWM
1104
Alpha Omega Wealth Management
Virginia
$406K -$11.2K -28 -3%
JIP
1105
Jaffetilchin Investment Partners
Florida
$401K +$371K +923 New
RDFA
1106
Ritter Daniher Financial Advisory
Ohio
$401K – – –
SHA
1107
Seneca House Advisors
Virginia
$399K -$81.5K -203 -18%
CA
1108
Continuum Advisory
Idaho
$399K +$34.1K +85 +10%
WWM
1109
Western Wealth Management
Colorado
$399K -$808K -2,014 -69%
BW
1110
Basepoint Wealth
Iowa
$398K -$13.2K -33 -3%
WAS
1111
Wealth Advisory Solutions
Indiana
$395K – – –
DI
1112
Disciplined Investors
Texas
$394K -$40.5K -101 -10%
APA
1113
Astoria Portfolio Advisors
New York
$393K -$98.4K -245 -21%
SCP
1114
Sivia Capital Partners
California
$392K +$362K +902 New
HS
1115
Horan Securities
United States
$392K – – –
CGA
1116
Compound Global Advisors
Washington
$391K -$843K -2,100 -68%
LA
1117
Latitude Advisors
Florida
$389K -$16.5K -41 -4%
HIP
1118
HUB Investment Partners
Texas
$388K +$358K +891 New
CF
1119
Claris Financial
Virginia
$385K – – –
EFP
1120
Elser Financial Planning
Indiana
$384K +$10.4K +26 +3%
GWM
1121
GSB Wealth Management
Connecticut
$383K -$3.61K -9 -1%
KRW
1122
Kaufman Rossin Wealth
Florida
$382K +$353K +879 New
PPWP
1123
Premier Path Wealth Partners
New Jersey
$381K +$58.6K +146 +20%
RT
1124
Rockland Trust
Massachusetts
$380K +$112K +278 +47%
CWM
1125
Circle Wealth Management
New Jersey
$379K +$350K +871 New
43 44
45
46 47