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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1476
Ferguson Wellman Capital Management
Oregon
$208K -$3.17K -6 -2%
MG
1477
Mather Group
Illinois
$207K +$34.9K +66 +20%
ST
1478
Smithfield Trust
Pennsylvania
$207K – – –
HFM
1479
Hartford Financial Management
Connecticut
$206K – – –
AO
1480
Advisor OS
Illinois
$206K +$201K +380 New
MCM
1481
MV Capital Management
Maryland
$205K +$5.81K +11 +3%
MA
1482
MBA Advisors
Pennsylvania
$205K +$200K +379 New
MFS
1483
McNamara Financial Services
Massachusetts
$205K +$200K +378 New
MA
1484
MJP Associates
Connecticut
$204K +$199K +376 New
FWM
1485
Forza Wealth Management
Florida
$204K +$199K +376 New
CFFP
1486
Center for Financial Planning
Michigan
$203K – – –
PCM
1487
Pointe Capital Management
Michigan
$203K +$198K +375 New
FWM
1488
Fingerlakes Wealth Management
New York
$203K +$198K +375 New
SWM
1489
Seed Wealth Management
Illinois
$203K +$198K +374 New
BG
1490
Bahl & Gaynor
Ohio
$202K -$13.7K -26 -7%
MPW
1491
Monterey Private Wealth
California
$202K +$197K +373 New
SFP
1492
Shepherd Financial Partners
Massachusetts
$202K +$197K +372 New
IWN
1493
Independent Wealth Network
Iowa
$202K +$197K +372 New
RPGK
1494
Retirement Planning Group (Kansas)
Kansas
$201K +$196K +371 New
BFM
1495
Boothbay Fund Management
New York
$201K +$196K +371 New
FDDB
1496
Fidelity D&D Bancorp
Pennsylvania
$201K +$196K +371 New
CFSG
1497
Clark Financial Services Group
Missouri
$201K +$196K +371 New
DAM
1498
Delta Asset Management
Tennessee
$200K – – –
AWM
1499
Atticus Wealth Management
Florida
$189K – – –
PO
1500
Private Ocean
California
$189K +$11.6K +22 +7%
58 59
60
61 62