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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1201
Pines Wealth Management
North Carolina
$264K -$134K -360 -35%
BAM
1202
Belpointe Asset Management
Nevada
$264K -$21.1K -57 -8%
DW30
1203
Drucker Wealth 3.0
New Jersey
$263K +$252K +679 New
BWA
1204
Basecamp Wealth Advisors
Washington
$263K +$371 +1 +0.1%
PFA
1205
Pathway Financial Advisers
Indiana
$262K +$251K +678 New
FWP
1206
Forefront Wealth Partners
Texas
$261K -$7.05K -19 -3%
AO
1207
Advisor OS
Illinois
$261K +$250K +675 New
FLPIM
1208
F.L. Putnam Investment Management
Massachusetts
$261K +$250K +675 New
MSCM
1209
McElhenny Sheffield Capital Management
Texas
$261K +$250K +675 New
MHC
1210
Meyer Handelman Company
New York
$261K +$250K +675 New
AWM
1211
Aprio Wealth Management
Georgia
$261K +$250K +675 New
LEA
1212
Legacy Edge Advisors
New York
$259K +$248K +669 New
IIL
1213
Income Insurance Ltd
$258K +$248K +668 New
CFG
1214
Chapman Financial Group
Hawaii
$258K -$77.9K -210 -24%
EA
1215
Everpar Advisors
Oklahoma
$258K +$247K +667 New
SLG
1216
Stanley-Laman Group
Pennsylvania
$258K – – –
MWA
1217
Medallion Wealth Advisors
Connecticut
$258K -$3.71K -10 -1%
AWCI
1218
Alpine Woods Capital Investors
New York
$256K -$8.53K -23 -3%
SL
1219
Summitry LLC
California
$256K +$245K +661 New
BMCM
1220
Bryn Mawr Capital Management
Pennsylvania
$254K +$244K +658 New
KWA
1221
Kellett Wealth Advisors
Ohio
$254K +$244K +657 New
IWM
1222
IHT Wealth Management
Illinois
$253K -$23.7K -64 -9%
CI
1223
Cherokee Insurance
Michigan
$251K +$241K +650 New
AWP
1224
Ascent Wealth Partners
New York
$250K +$240K +646 New
FFA
1225
Florida Financial Advisors
Florida
$249K +$239K +644 New
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49
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