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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1301
New England Capital Financial Advisors
Connecticut
$212K +$371 +1 +0.2%
PCS
1302
Personal CFO Solutions
New Jersey
$211K +$202K +546 New
BHWM
1303
Bellars Harris Wealth Management
Virginia
$210K +$201K +543 New
MWM
1304
Meridian Wealth Management
Kentucky
$208K +$200K +538 New
RA
1305
Riverstone Advisors
Texas
$208K +$200K +538 New
SSC
1306
Syverson Strege & Co
Iowa
$208K +$200K +538 New
AWA
1307
Argos Wealth Advisors
California
$208K +$199K +537 New
NCM
1308
Novare Capital Management
North Carolina
$207K +$199K +536 New
NRC
1309
New Republic Capital
North Carolina
$207K +$198K +535 New
WG
1310
Wellington Group
Indiana
$206K – – –
VFG
1311
V2 Financial group
Illinois
$206K +$198K +533 New
NCM
1312
Narwhal Capital Management
Georgia
$206K -$351K -946 -64%
CCM
1313
Crew Capital Management
Ohio
$205K +$196K +529 New
NG
1314
Novem Group
New York
$205K +$196K +529 New
CA
1315
Cache Advisors
California
$204K – – –
SWM
1316
SeaCrest Wealth Management
New York
$203K -$275K -742 -59%
SPFA
1317
Summit Place Financial Advisors
New Jersey
$203K +$195K +525 New
JWM
1318
Jeppson Wealth Management
California
$203K +$194K +524 New
NSIM
1319
North Star Investment Management
Illinois
$202K +$7.42K +20 +4%
FAN
1320
Financial Advisors Network
California
$201K +$193K +521 New
CHC
1321
City Holding Co
West Virginia
$199K – – –
CIS
1322
Custom Index Systems
New York
$192K +$184K +496 New
VC
1323
Vestor Capital
Illinois
$187K -$522K -1,407 -85%
BP
1324
BNP Paribas
France
$184K -$89K -240 -34%
RF
1325
Roxbury Financial
New Jersey
$175K +$742 +2 +0.4%
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