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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1401
Prosperity Consulting Group
Maryland
$242K +$248K +465 New
1WM
1402
1858 Wealth Management
Ohio
$241K -$7.48K -14 -3%
WIA
1403
Wetzel Investment Advisors
Indiana
$241K – – –
AWM
1404
Aviso Wealth Management
Washington
$240K -$55.6K -104 -18%
WP
1405
WMS Partners
Maryland
$239K -$135K -252 -35%
ILI
1406
Invesco LLC (Illinois)
Illinois
$239K – – –
MCM
1407
Monument Capital Management
Virginia
$238K -$35.3K -66 -13%
LWCFA
1408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K +$534 +1 +0.2%
SIG
1409
Stonegate Investment Group
Alabama
$237K +$244K +456 New
DCM
1410
Driehaus Capital Management
Illinois
$237K +$243K +455 New
ESB
1411
Essex Savings Bank
Connecticut
$236K – – –
GFS
1412
GYL Financial Synergies
Connecticut
$236K +$243K +454 New
TF
1413
Tudor Financial
Ohio
$235K +$241K +451 New
OL
1414
Optas LLC
Texas
$234K +$23K +43 +11%
DMBA
1415
Deseret Mutual Benefit Administrators
Utah
$233K +$9.08K +17 +4%
APW
1416
Aurora Private Wealth
New Jersey
$231K – – –
IC
1417
Iconiq Capital
California
$231K +$237K +444 New
UF
1418
Univest Financial
Pennsylvania
$230K +$237K +443 New
EBT
1419
Enterprise Bank & Trust
Massachusetts
$230K – – –
GAM
1420
Gemmer Asset Management
California
$230K – – –
HFS
1421
Heritage Financial Services
Massachusetts
$230K – – –
WC
1422
Weil Company
California
$230K – – –
MGWM
1423
Marks Group Wealth Management
Minnesota
$229K -$534 -1 -0.2%
FWM
1424
Fairhaven Wealth Management
Illinois
$229K – – –
WC
1425
Woodstock Corp
Massachusetts
$229K -$8.55K -16 -4%
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