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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1251
Wilmington Savings Fund Society
Delaware
$246K +$2.72K +6 +1%
PWMG
1252
Prestige Wealth Management Group
New Jersey
$246K -$239K -527 -48%
W
1253
Wealthquest
Ohio
$246K +$2.27K +5 +0.9%
EFM
1254
E Fund Management
China
$246K -$13.6K -30 -5%
RIL
1255
Rothschild Investment LLC
Illinois
$246K +$257K +566 New
FFP
1256
FourThought Financial Partners
Florida
$245K -$8.16K -18 -3%
LWM
1257
LJI Wealth Management
Indiana
$245K +$2.27K +5 +0.9%
GKWIM
1258
Gerber Kawasaki Wealth & Investment Management
California
$244K -$11.3K -25 -4%
MSCM
1259
McElhenny Sheffield Capital Management
Texas
$244K – – –
CFO
1260
CVA Family Office
Colorado
$243K +$50.3K +111 +25%
B
1261
Bridgeworth
Alabama
$240K +$4.08K +9 +2%
SXL
1262
Summit X LLC
Missouri
$238K -$628K -1,385 -72%
GAA
1263
Global Assets Advisory
Florida
$238K +$248K +546 New
AC
1264
Avestar Capital
New York
$237K +$247K +544 New
ECG
1265
Edge Capital Group
Georgia
$236K – – –
SFG
1266
StrategIQ Financial Group
Indiana
$236K +$4.99K +11 +2%
SWIG
1267
Strategic Wealth Investment Group
Kentucky
$236K – – –
AAS
1268
Annex Advisory Services
Wisconsin
$236K – – –
RGC
1269
Roberts, Glore & Co
Illinois
$236K – – –
KOC
1270
Koss-Olinger Consulting
Florida
$235K +$8.16K +18 +3%
LFG
1271
Larson Financial Group
Missouri
$235K -$117K -259 -32%
CWS
1272
Cypress Wealth Services
California
$235K +$244K +539 New
SAF
1273
Smith Anglin Financial
Texas
$234K +$7.26K +16 +3%
IAS
1274
Insigneo Advisory Services
Florida
$234K -$147K -323 -38%
AWE
1275
Avidian Wealth Enterprises
Texas
$231K +$907 +2 +0.4%
49 50
51
52 53