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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPC
551
Independent Portfolio Consultants
Florida
$686K -$493K -3,086 -42%
SC
552
Savant Capital
Illinois
$685K +$667K +4,172 New
DIA
553
Dean Investment Associates
Ohio
$684K -$6.39K -40 -1%
WA
554
Wealth Architects
California
$681K – – –
FLAM
555
First Light Asset Management
Minnesota
$672K – – –
RFC
556
Regions Financial Corp
Alabama
$669K +$157K +980 +32%
SIG
557
Schooner Investment Group
Pennsylvania
$661K -$160K -1,000 -20%
MYLI
558
Meiji Yasuda Life Insurance
Japan
$660K +$32K +200 +5%
SAM
559
Sentinel Asset Management
Vermont
$657K – – –
HHGA
560
Halbert Hargrove Global Advisors
California
$648K -$104K -650 -14%
MIS
561
Morningstar Investment Services
Illinois
$642K -$4.21M -26,376 -87%
RJT
562
Raymond James Trust
Florida
$642K -$66.1K -414 -10%
IRS
563
Invictus RG (Singapore)
Singapore
$616K +$39K +244 +7%
FBNAT
564
FirstMerit Bank N.A. Trustee
Ohio
$613K +$32K +200 +6%
PHAM
565
Palisades Hudson Asset Management
Florida
$609K -$50K -313 -8%
CPP
566
Crow Point Partners
Massachusetts
$602K +$18.7K +117 +3%
P
567
Pitcairn
Pennsylvania
$595K +$13.9K +87 +2%
SFM
568
Systematic Financial Management
New Jersey
$587K -$91.2M -570,704 -99%
AI
569
Atria Investments
North Carolina
$578K -$60.9K -381 -10%
ICAS
570
Investors Capital Advisory Services
Massachusetts
$572K +$12K +75 +2%
SFFS
571
Stonehage Fleming Financial Services
Jersey
$571K – – –
SMC
572
Smith, Moore & Co
Missouri
$568K +$9.43K +59 +2%
MMG
573
Monetary Management Group
Missouri
$566K -$136K -850 -20%
CWM
574
Concert Wealth Management
California
$563K +$5.59K +35 +1%
FMLI
575
Fukoku Mutual Life Insurance
Japan
$558K – – –
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