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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1176
Independent Financial Group
California
$362K +$32.4K +70 +10%
SCM
1177
Schnieders Capital Management
California
$361K -$9.25K -20 -3%
RWP
1178
Ridgecrest Wealth Partners
California
$361K – – –
MA
1179
Montag & Associates
Georgia
$361K +$69.4K +150 +24%
IA
1180
IFP Advisors
Florida
$359K -$889K -1,922 -72%
CM
1181
Capital Management
Virginia
$358K – – –
CT
1182
Clearstead Trust
Maine
$357K -$2.31K -5 -0.7%
GA
1183
Geller Advisors
New York
$356K +$10.6K +23 +3%
C1AG
1184
Client 1st Advisory Group
Florida
$356K +$62.9K +136 +22%
AT
1185
American Trust
Kentucky
$356K -$4.62K -10 -1%
LAM
1186
Lountzis Asset Management
Pennsylvania
$356K – – –
HC
1187
Hamilton Capital
Ohio
$356K +$462 +1 +0.1%
CAM
1188
Cozad Asset Management
Illinois
$355K +$12K +26 +4%
EWM
1189
Evercore Wealth Management
New York
$355K +$5.55K +12 +2%
WAS
1190
Wealth Advisory Solutions
Indiana
$354K -$73.1K -158 -17%
CHAM
1191
Clear Harbor Asset Management
Connecticut
$353K +$346K +749 New
AW
1192
Atlas Wealth
Ohio
$353K – – –
MWC
1193
MBM Wealth Consultants
Missouri
$352K – – –
AWAP
1194
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K +$9.71K +21 +3%
RCG
1195
Regatta Capital Group
California
$347K -$1.39K -3 -0.4%
ECAM
1196
East Coast Asset Management
Massachusetts
$344K – – –
CFP
1197
Catalyst Financial Partners
Massachusetts
$344K +$31.4K +68 +10%
WANY
1198
Wealthspire Advisors (New York)
New York
$344K +$22.2K +48 +7%
CHC
1199
City Holding Co
West Virginia
$344K -$289K -625 -46%
FNT
1200
First National Trust
Pennsylvania
$343K – – –
46 47
48
49 50