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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1501
Gleason Group
Kentucky
$11.5K – – –
HWA
1502
HHM Wealth Advisors
Tennessee
$11.4K – – –
PG
1503
Proffitt & Goodson
Tennessee
$11.4K – – –
AP
1504
Aspect Partners
Virginia
$11.1K -$418 -1 -3%
W
1505
WealthCollab
Washington
$11.1K +$3.77K +9 +43%
AF
1506
Atala Financial
California
$11.1K +$12.6K +30 New
TIM
1507
Tortoise Investment Management
New York
$10.3K – – –
CJ
1508
Caitlin John
Michigan
$9.96K – – –
NCM
1509
Northwest Capital Management
Oregon
$9.59K – – –
MHR
1510
Matthew Hamilton Rosenberg
$9.22K -$56.1K -134 -84%
PWMG
1511
Private Wealth Management Group
New Jersey
$9.22K -$28.9K -69 -73%
CB
1512
CNB Bank
Pennsylvania
$8.85K – – –
WA
1513
Whipplewood Advisors
Colorado
$8.85K +$10K +24 New
WA
1514
WPG Advisers
Maryland
$8.85K +$10K +24 New
MMCM
1515
Murphy & Mullick Capital Management
New York
$8.48K +$9.63K +23 New
CA
1516
Crewe Advisors
Utah
$8.12K -$5.44K -13 -37%
FUBT
1517
First United Bank & Trust
Maryland
$8.12K – – –
LIS
1518
Legacy Investment Solutions
Idaho
$7.83K +$7.53K +18 +900%
LWMI
1519
Legacy Wealth Management (Idaho)
Idaho
$7.83K +$7.53K +18 +900%
LFASL
1520
Lugano Financial Advisors SA (LFA)
Switzerland
$7.38K – – –
GJIA
1521
Glass Jacobson Investment Advisors
Maryland
$7.38K +$1.67K +4 +25%
RPA
1522
Redwood Park Advisors
California
$7.38K +$8.37K +20 New
CPA
1523
Compass Planning Associates
Massachusetts
$7.08K +$7.95K +19 New
HNW
1524
High Note Wealth
Minnesota
$7.01K +$7.95K +19 New
SIM
1525
Synergy Investment Management
Florida
$7.01K +$7.95K +19 New
59 60
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