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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1176
PFG Investments
New York
$399K +$383K +770 New
LJAC
1177
L.J. Altfest & Co
New York
$399K -$276K -555 -42%
HTIM
1178
Harbour Trust & Investment Management
Indiana
$399K – – –
IP
1179
Ignite Planners
California
$398K – – –
SCM
1180
Schnieders Capital Management
California
$397K – – –
MWC
1181
MBM Wealth Consultants
Missouri
$396K +$19.4K +39 +5%
NRD
1182
Nebula Research & Development
New York
$396K +$379K +763 New
NFG
1183
Nations Financial Group
Iowa
$395K -$166K -334 -30%
CM
1184
Capital Management
Virginia
$394K – – –
APA
1185
Astoria Portfolio Advisors
New York
$393K -$18.4K -37 -4%
IA
1186
IFP Advisors
Florida
$392K -$2.49K -5 -0.7%
LAM
1187
Lountzis Asset Management
Pennsylvania
$391K – – –
FNT
1188
First National Trust
Pennsylvania
$391K +$13.9K +28 +4%
HB
1189
Horizon Bancorp
Indiana
$391K -$15.9K -32 -4%
CT
1190
Clearstead Trust
Maine
$391K -$1.99K -4 -0.5%
MWM
1191
Mosley Wealth Management
California
$389K -$13.4K -27 -3%
PP
1192
Patron Partners
Texas
$387K +$27.9K +56 +8%
MA
1193
Montag & Associates
Georgia
$386K -$9.95K -20 -3%
EWM
1194
Evercore Wealth Management
New York
$383K -$6.96K -14 -2%
PFG
1195
Prosperity Financial Group
California
$382K +$15.9K +32 +5%
ECAM
1196
East Coast Asset Management
Massachusetts
$379K – – –
AWAP
1197
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$378K -$7.96K -16 -2%
CHC
1198
City Holding Co
West Virginia
$378K – – –
EI
1199
Ellevest Inc
New York
$377K -$222K -446 -38%
MWM
1200
MGB Wealth Management
Texas
$377K +$361K +726 New
46 47
48
49 50