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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1276
Planned Solutions
California
– -$64K -200 Closed
SWA
1277
Safir Wealth Advisors
New Hampshire
– -$64K -200 Closed
USGIU
1278
U.S. Global Investors (USGI)
Texas
– -$64K -200 Closed
ABC
1279
Associated Banc-Corp
Wisconsin
– -$60K -187 Closed
LWCFA
1280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$58K -182 Closed
CCA
1281
Childress Capital Advisors
Texas
– -$58K -175 Closed
FCH
1282
Freestone Capital Holdings
Washington
– -$53.3K -166 Closed
CYG
1283
Clean Yield Group
Vermont
– -$36K -111 Closed
CWM
1284
Curi Wealth Management
North Carolina
– -$18K -57 Closed
AWG
1285
Altus Wealth Group
Colorado
– -$17K -53 Closed
D
1286
Diversified
Delaware
– -$12K -45 Closed
TAM
1287
Tucker Asset Management
Colorado
– -$13.2K -41 Closed
CTFG
1288
Capstone Triton Financial Group
Oklahoma
– -$11K -35 Closed
M
1289
MOTCO
Texas
– -$11K -35 Closed
TPWA
1290
TRUE Private Wealth Advisors
Oregon
– -$5K -16 Closed
TI
1291
tru Independence
Oregon
– -$3 -10 Closed
BHWM
1292
Bay Harbor Wealth Management
Maryland
– -$3K -8 Closed
LWM
1293
Liberty Wealth Management
California
– -$1K -6 Closed
EWM
1294
Endurance Wealth Management
Rhode Island
– -$2K -5 Closed
RWA
1295
Ropes Wealth Advisors
Massachusetts
– -$2K -5 Closed
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