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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1501
First United Bank & Trust
Maryland
$58.9K +$57.8K +125 New
CSB
1502
City State Bank
Iowa
$58K – – –
FFC
1503
First Financial Corp
Indiana
$56.6K +$9.71K +21 +21%
TCWA
1504
Turtle Creek Wealth Advisors
Texas
$56.1K +$55K +119 New
OA
1505
Operose Advisors
Wisconsin
$55.6K -$62.9K -136 -54%
MWM
1506
Mascoma Wealth Management
New Hampshire
$54.2K – – –
OC
1507
Oakworth Capital
Alabama
$51.9K – – –
JGIA
1508
Jackson Grant Investment Advisers
Connecticut
$51.4K – – –
TC
1509
Tacita Capital
Ontario, Canada
$50K -$16.2K -35 -25%
OCM
1510
Orion Capital Management
California
$49.5K – – –
AIM
1511
Arcadia Investment Management
Michigan
$47.2K – – –
FMP
1512
Financial Management Professionals
Texas
$47K +$925 +2 +2%
RFG
1513
RFP Financial Group
Georgia
$45.3K -$3.24K -7 -7%
GM
1514
GeoWealth Management
Illinois
$43K -$9.71K -21 -19%
SVCP
1515
Silicon Valley Capital Partners
California
$42.4K – – –
TSWM
1516
Tyler-Stone Wealth Management
Ohio
$41.5K – – –
PWMG
1517
Private Wealth Management Group
New Jersey
$40.6K +$39.8K +86 New
GGI
1518
Godsey & Gibb Inc
Virginia
$40.4K – – –
AWM
1519
Abound Wealth Management
Tennessee
$40.3K -$10.6K -23 -21%
M
1520
MOTCO
Texas
$40.1K -$3.24K -7 -8%
OP
1521
ORG Partners
Indiana
$40.1K +$39.3K +85 New
CT
1522
Cambridge Trust
Massachusetts
$39.6K -$11.6K -25 -23%
PMFA
1523
Plante Moran Financial Advisors
Michigan
$39.6K – – –
PE
1524
Point72 Europe
United Kingdom
$39.6K +$38.8K +84 New
FWM
1525
Focused Wealth Management
New York
$37.9K +$10.6K +23 +40%
59 60
61
62 63