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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1401
City State Bank
Iowa
$61.9K – – –
TWD
1402
True Wealth Design
Ohio
$61.9K +$13.7K +37 +30%
OCWP
1403
Owl Creek Wealth Partners
Colorado
$60.3K – – –
TIAA Trust, National Association
1404
TIAA Trust, National Association
North Carolina
$59.9K -$113K -305 -66%
MS
1405
Monetary Solutions
Ohio
$58.8K – – –
DPW
1406
DiNuzzo Private Wealth
Pennsylvania
$58.8K +$1.48K +4 +3%
CMP
1407
Coston McIsaac & Partners
Maine
$58K – – –
WPA
1408
West Paces Advisors
Georgia
$56.5K +$54.1K +146 New
EI
1409
EFG International
$55.7K -$59.3K -160 -53%
SRCM
1410
Signature Resources Capital Management
California
$52.6K +$46.7K +126 +1,260%
FP
1411
Financial Perspectives
Minnesota
$52.2K – – –
MSG
1412
Main Street Group
Virginia
$51K – – –
PB
1413
Pinnacle Bancorp
Nebraska
$50.3K -$35.6K -96 -42%
BFS
1414
Beacon Financial Strategies
North Carolina
$50.3K – – –
SS
1415
SBI Securities
Japan
$49.5K -$2.23K -6 -4%
JWA
1416
JFS Wealth Advisors
Pennsylvania
$49.1K +$742 +2 +2%
HDIM
1417
Hanson & Doremus Investment Management
Vermont
$49K – – –
PWA
1418
Physician Wealth Advisors
Utah
$47.2K -$27.1K -73 -37%
BWL
1419
Bogart Wealth LLC
Virginia
$46.8K +$2.97K +8 +7%
WAG
1420
Wilkerson Advisory Group
Missouri
$46K +$17.8K +48 +68%
DCM
1421
Dorato Capital Management
Colorado
$45.8K – – –
BWM
1422
Bullock Wealth Management
Indiana
$45.7K +$371 +1 +0.9%
LWCFA
1423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.2K – – –
KFAS
1424
Keating Financial Advisory Services
Kansas
$45.2K +$18.5K +50 +75%
APFP
1425
Action Point Financial Planning
Michigan
$44.9K +$44.1K +119 New