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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1676
TFC Financial Management
Massachusetts
$2.6K – – –
BHWM
1677
Bay Harbor Wealth Management
Maryland
$2.6K – – –
HFS
1678
Horizon Financial Services
North Carolina
$2.6K – – –
JFA
1679
JNBA Financial Advisors
Minnesota
$2.6K – – –
RAM
1680
Riggs Asset Management
Pennsylvania
$2.6K – – –
PIS
1681
POM Investment Strategies
North Carolina
$2.08K – – –
CA
1682
Claris Advisors
Missouri
$2.08K +$2.14K +4 New
VAMG
1683
Voisard Asset Management Group
Michigan
$2.08K +$2.14K +4 New
AFS
1684
Annapolis Financial Services
Maryland
$1.97K +$534 +1 +33%
WA
1685
WestEnd Advisors
North Carolina
$1.56K – – –
PFA
1686
Pathway Financial Advisers
Indiana
$1.26K +$351M +656,344 +51,967%
1IA
1687
1620 Investment Advisors
Massachusetts
$1.25K +$1.07K +2 New
RS
1688
Rakuten Securities
Japan
$1.04K – – –
SFCL
1689
Strengthening Families & Communities LLC
Massachusetts
$1.04K – – –
CAM
1690
Chesapeake Asset Management
New York
$1.04K +$1.07K +2 New
TFA
1691
Transamerica Financial Advisors
Florida
$1K +$534 +1 New
PMAM
1692
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.07K +2 New
LIS
1693
Legacy Investment Solutions
Idaho
$822 +$1.07K +2 New
LWMI
1694
Legacy Wealth Management (Idaho)
Idaho
$822 +$1.07K +2 New
FPFS
1695
First Personal Financial Services
North Carolina
$520 +$534 +1 New
MFG
1696
Mendota Financial Group
Wisconsin
$520 +$534 +1 New
WBC
1697
West Branch Capital
Massachusetts
$520 +$534 +1 New
DWM
1698
Dogwood Wealth Management
Kansas
$16 – – –
EWP
1699
Elevation Wealth Partners
California
$12 – – –
TGA
1700
TPG GP A
Texas
– -$195M -360,557 Closed
66 67
68
69 70