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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1301
FWG Investments
Kentucky
$325K +$20.1K +38 +7%
CA
1302
Continuum Advisory
Idaho
$323K +$31.2K +59 +11%
PWMG
1303
Prestige Wealth Management Group
New Jersey
$323K +$6.87K +13 +2%
FB
1304
First Bancorp
Maine
$321K – – –
AFG
1305
Atomi Financial Group
New York
$320K +$22.7K +43 +8%
WI
1306
Wintrust Investments
Illinois
$319K +$81.4K +154 +35%
FFA
1307
Florida Financial Advisors
Florida
$319K +$11.6K +22 +4%
VCM
1308
Virtue Capital Management
Tennessee
$316K -$63.4K -120 -16%
JSW
1309
Journey Strategic Wealth
New Jersey
$314K +$306K +579 New
LCGC
1310
Legacy Capital Group California
California
$314K -$128K -243 -30%
BL
1311
Balentine LLC
Georgia
$313K -$702K -1,328 -70%
QFA
1312
Quantum Financial Advisors
California
$313K – – –
LWCFA
1313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313K +$15.3K +29 +5%
GWMR
1314
GC Wealth Management RIA
Massachusetts
$312K +$6.87K +13 +2%
CCM
1315
Crew Capital Management
Ohio
$310K – – –
CT
1316
Caldwell Trust
Florida
$308K – – –
FWA
1317
FSM Wealth Advisors
Ohio
$308K +$12.7K +24 +4%
GKWIM
1318
Gerber Kawasaki Wealth & Investment Management
California
$307K +$1.06K +2 +0.4%
AWM
1319
Aviso Wealth Management
Washington
$307K -$12.7K -24 -4%
GLA
1320
Good Life Advisors
Pennsylvania
$305K +$11.1K +21 +4%
BHWM
1321
Bar Harbor Wealth Management
New Hampshire
$305K – – –
KI
1322
Kapitalo Investimentos
Brazil
$304K -$187K -354 -39%
AIA
1323
Alera Investment Advisors
Illinois
$302K +$294K +557 New
AC
1324
ASB Consultores
Florida
$302K -$48.6K -92 -14%
LWM
1325
LJI Wealth Management
Indiana
$302K – – –
51 52
53
54 55