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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1351
Carolina Wealth Advisors
South Carolina
$4K – – –
RIM
1352
Rockbridge Investment Management
New York
$4K – – –
TWI
1353
Thomas White International
Illinois
$4K – – –
RA
1354
Rise Advisors
New York
$3.02K +$2.94K +7 New
AWM
1355
Avior Wealth Management
Nebraska
$3K – – –
TH
1356
TCTC Holdings
Texas
$3K +$2.52K +6 New
TCWM
1357
Total Clarity Wealth Management
Illinois
$3K +$2.52K +6 New
CWM
1358
Curi Wealth Management
North Carolina
$3K +$2.94K +7 New
WFS
1359
Widmann Financial Services
Maryland
$3K +$2.94K +7 New
MAM
1360
McCarthy Asset Management
California
$2K -$2.1K -5 -50%
GI
1361
Gradient Investments
Minnesota
$2K – – –
JFA
1362
JNBA Financial Advisors
Minnesota
$2K – – –
TFGT
1363
TS Financial Group (TSFG)
Illinois
$2K +$1.68K +4 New
CWS
1364
Confluence Wealth Services
Pennsylvania
$2K +$2.1K +5 New
EIP
1365
Ellis Investment Partners
Pennsylvania
$2K +$2.1K +5 New
LTI
1366
Laffer Tengler Investments
Tennessee
$1.41K – – –
BA
1367
Bellwether Advisors
Nebraska
$1K -$1.68K -4 -50%
AW
1368
Avion Wealth
Texas
$1K – – –
TFM
1369
TFC Financial Management
Massachusetts
$1K – – –
CAL
1370
Capital Advisors Ltd
Ohio
$1K +$841 +2 New
NSIM
1371
North Star Investment Management
Illinois
$1K +$1.26K +3 New
WA
1372
WestEnd Advisors
North Carolina
$927 +$841 +2 New
VVP
1373
Vulcan Value Partners
Alabama
– -$436M -1,168,878 Closed
FP
1374
FPR Partners
California
– -$115M -308,223 Closed
O
1375
OrbiMed
New York
– -$77.2M -207,100 Closed
53 54
55
56 57