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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
601
Tokio Marine Asset Management
Japan
$560K -$165K -916 -24%
MML Investors Services
602
MML Investors Services
Massachusetts
$556K +$39.5K +220 +8%
IFWM
603
Institute for Wealth Management
Colorado
$556K +$530K +2,952 New
Baird Financial Group
604
Baird Financial Group
Wisconsin
$542K +$35.8K +199 +7%
CHAM
605
Clear Harbor Asset Management
Connecticut
$541K
SI
606
SII Investments
Wisconsin
$537K +$26.4K +147 +5%
RIM
607
Regent Investment Management
Kentucky
$535K
MMPW
608
Mitchell McLeod Pugh & Williams
Alabama
$534K +$19.8K +110 +4%
EA
609
Edge Advisors
Georgia
$529K -$22.5K -125 -4%
CG
610
Clinton Group
New York
$528K -$1.8M -10,021 -78%
CCA
611
Checchi Capital Advisers
California
$518K -$13.3K -74 -3%
SS
612
Simplicity Solutions
Minnesota
$515K -$109K -606 -18%
RCAMU
613
Rothschild & Co Asset Management US
Connecticut
$512K -$51.4K -286 -10%
DG
614
Davidson & Garrard
Virginia
$510K -$53.9K -300 -10%
CG
615
Caprock Group
Idaho
$510K +$23.4K +130 +5%
CA
616
Cullinan Associates
Kentucky
$508K -$8.98K -50 -2%
HFS
617
HL Financial Services
Kentucky
$504K -$3.59K -20 -0.7%
MCA
618
Morris Capital Advisors
Pennsylvania
$501K -$1.62K -9 -0.3%
WIA
619
Westbourne Investment Advisors
Maryland
$499K -$81.8K -455 -15%
GT
620
Greenleaf Trust
Michigan
$496K +$235K +1,308 +98%
IPC
621
Independent Portfolio Consultants
Florida
$494K -$192K -1,069 -29%
KCM
622
Kanawha Capital Management
Virginia
$494K
AIA
623
Affinity Investment Advisors
California
$483K
FNBT
624
FineMark National Bank & Trust
Florida
$482K -$2.16K -12 -0.5%
NWP
625
Northstar Wealth Partners
Connecticut
$482K