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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1176
SageView Advisory Group
California
$297K +$61.7K +136 +25%
WANY
1177
Wealthspire Advisors (New York)
New York
$297K -$615K -1,355 -67%
AF
1178
Aldebaran Financial
$296K – – –
PFG
1179
Prosperity Financial Group
California
$296K +$11.3K +25 +4%
HKIMG
1180
Hutchens & Kramer Investment Management Group
Indiana
$294K -$4.54K -10 -1%
OWA
1181
Octavia Wealth Advisors
Ohio
$294K +$79.8K +176 +35%
RCM
1182
Raleigh Capital Management
North Carolina
$293K +$8.16K +18 +3%
ST
1183
Smithfield Trust
Pennsylvania
$293K -$4.54K -10 -1%
TRIA
1184
Trail Ridge Investment Advisors
Colorado
$292K -$1.21M -2,665 -80%
CPA
1185
Court Place Advisors
Maryland
$290K – – –
GBT
1186
Grove Bank & Trust
Florida
$289K +$66.2K +146 +28%
CFP
1187
Catalyst Financial Partners
Massachusetts
$288K +$33.1K +73 +12%
SWA
1188
Stratos Wealth Advisors
Ohio
$287K +$9.53K +21 +3%
DWM
1189
Dakota Wealth Management
Florida
$284K -$94.3K -208 -24%
AIA
1190
Affinity Investment Advisors
California
$283K -$1.81K -4 -0.6%
GWCM
1191
Godshalk Welsh Capital Management
Pennsylvania
$283K – – –
JCM
1192
Jacobi Capital Management
Pennsylvania
$281K +$7.71K +17 +3%
PP
1193
Patron Partners
Texas
$280K +$17.7K +39 +6%
BFS
1194
Bradley Foster & Sargent
Connecticut
$280K – – –
RWPA
1195
Richard W. Paul & Associates
Michigan
$279K -$5.44K -12 -2%
WC
1196
Woodstock Corp
Massachusetts
$279K – – –
NECFA
1197
New England Capital Financial Advisors
Connecticut
$278K +$20K +44 +7%
AWA
1198
Arkadios Wealth Advisors
Georgia
$278K +$3.17K +7 +1%
FA
1199
Fiduciary Alliance
South Carolina
$278K -$14.1K -31 -5%
DCM
1200
Dupont Capital Management
Delaware
$277K -$11M -24,261 -97%
46 47
48
49 50