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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1701
Koss-Olinger Consulting
Florida
– -$232K -534 Closed
IDA
1702
Intelligence Driven Advisers
California
– -$229K -526 Closed
CCA
1703
Carrera Capital Advisors
Michigan
– -$228K -525 Closed
CIS
1704
Custom Index Systems
New York
– -$228K -525 Closed
MGWM
1705
Marks Group Wealth Management
Minnesota
– -$228K -524 Closed
NAS
1706
Nicolet Advisory Services
Wisconsin
– -$223K -512 Closed
WJWM
1707
Williams Jones Wealth Management
New York
– -$223K -512 Closed
WCM
1708
Winebrenner Capital Management
Kentucky
– -$221K -508 Closed
LPFG
1709
Landing Point Financial Group
Ohio
– -$219K -504 Closed
SWA
1710
Stratos Wealth Advisors
Ohio
– -$220K -504 Closed
AL
1711
Aspiriant LLC
California
– -$218K -502 Closed
BHWM
1712
Bar Harbor Wealth Management
New Hampshire
– -$217K -500 Closed
PCS
1713
Personal CFO Solutions
New Jersey
– -$217K -499 Closed
SFS
1714
Security Financial Services
Indiana
– -$216K -497 Closed
TW
1715
Traveka Wealth
California
– -$216K -497 Closed
OAM
1716
Occidental Asset Management
California
– -$216K -496 Closed
SFC
1717
SYM Financial Corp
Indiana
– -$214K -493 Closed
TWM
1718
Thrive Wealth Management
Pennsylvania
– -$214K -492 Closed
MWM
1719
Maridea Wealth Management
New York
– -$213K -490 Closed
MCCA
1720
Mill Creek Capital Advisors
Pennsylvania
– -$212K -488 Closed
OWM
1721
Orgel Wealth Management
Wisconsin
– -$211K -485 Closed
FPCG
1722
Forum Private Client Group
Indiana
– -$210K -484 Closed
TF
1723
Tudor Financial
Ohio
– -$210K -483 Closed
WT
1724
Washington Trust
Rhode Island
– -$210K -483 Closed
FAFN
1725
First Affirmative Financial Network
Colorado
– -$208K -479 Closed
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69
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