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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1351
Center for Financial Planning
Michigan
$146K – – –
DAM
1352
Delta Asset Management
Tennessee
$144K – – –
IAIM
1353
International Assets Investment Management
Florida
$144K +$40.3M +100,109 New
OWA
1354
Opal Wealth Advisors
New York
$140K +$123K +307 +579%
TSMHT
1355
Thurston Springer Miller Herd & Titak
Indiana
$140K -$402 -1 -0.3%
AT
1356
Avalon Trust
New Mexico
$136K – – –
VCM
1357
Versant Capital Management
Arizona
$136K +$90.1K +224 +179%
HIA
1358
Harbor Investment Advisory
Maryland
$132K -$3.62K -9 -3%
VNA
1359
Valley National Advisers
Pennsylvania
$132K -$4.02K -10 -3%
RIL
1360
Rothschild Investment LLC
Illinois
$130K -$162K -402 -55%
BGAI
1361
Bruce G. Allen Investments
Colorado
$130K -$4.42K -11 -3%
SOW
1362
State of Wyoming
Wyoming
$127K +$132K +327 New
KA
1363
Kozak & Associates
Colorado
$124K +$402 +1 +0.3%
SS
1364
SBI Securities
Japan
$124K -$889K -2,211 -87%
SCA
1365
Stuart Chaussee & Associates
California
$123K – – –
WTA
1366
Washington Trust Advisors
Massachusetts
$121K -$6.03K -15 -5%
FFO
1367
Fortitude Family Office
Arizona
$120K +$2.82K +7 +2%
LFA
1368
Livelsberger Financial Advisory
Ohio
$117K +$121K +301 New
BC
1369
Belmont Capital
California
$117K – – –
CWM
1370
Crowley Wealth Management
Delaware
$117K – – –
MFC
1371
Mechanics Financial Corp
Ohio
$117K – – –
MCM
1372
MV Capital Management
Maryland
$113K -$3.62K -9 -3%
SWM
1373
Spire Wealth Management
Virginia
$112K -$69.6K -173 -37%
IRC
1374
Investors Research Corp
Georgia
$110K – – –
CT
1375
Caldwell Trust
Florida
$109K – – –
53 54
55
56 57