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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1476
Mather Group
Illinois
$207K +$34.9K +66 +20%
ST
1477
Smithfield Trust
Pennsylvania
$207K – – –
HFM
1478
Hartford Financial Management
Connecticut
$206K – – –
AO
1479
Advisor OS
Illinois
$206K +$201K +380 New
MCM
1480
MV Capital Management
Maryland
$205K +$5.81K +11 +3%
MA
1481
MBA Advisors
Pennsylvania
$205K +$200K +379 New
MFS
1482
McNamara Financial Services
Massachusetts
$205K +$200K +378 New
MA
1483
MJP Associates
Connecticut
$204K +$199K +376 New
FWM
1484
Forza Wealth Management
Florida
$204K +$199K +376 New
CFFP
1485
Center for Financial Planning
Michigan
$203K – – –
PCM
1486
Pointe Capital Management
Michigan
$203K +$198K +375 New
FWM
1487
Fingerlakes Wealth Management
New York
$203K +$198K +375 New
SWM
1488
Seed Wealth Management
Illinois
$203K +$198K +374 New
BG
1489
Bahl & Gaynor
Ohio
$202K -$13.7K -26 -7%
MPW
1490
Monterey Private Wealth
California
$202K +$197K +373 New
SFP
1491
Shepherd Financial Partners
Massachusetts
$202K +$197K +372 New
IWN
1492
Independent Wealth Network
Iowa
$202K +$197K +372 New
RPGK
1493
Retirement Planning Group (Kansas)
Kansas
$201K +$196K +371 New
BFM
1494
Boothbay Fund Management
New York
$201K +$196K +371 New
FDDB
1495
Fidelity D&D Bancorp
Pennsylvania
$201K +$196K +371 New
CFSG
1496
Clark Financial Services Group
Missouri
$201K +$196K +371 New
DAM
1497
Delta Asset Management
Tennessee
$200K – – –
AWM
1498
Atticus Wealth Management
Florida
$189K – – –
PO
1499
Private Ocean
California
$189K +$11.6K +22 +7%
ANBT
1500
American National Bank & Trust
Texas
$186K +$13.7K +26 +8%
58 59
60
61 62