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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
626
Pinnacle Summer Investments
Virginia
$23K – – –
ST
627
Smithfield Trust
Pennsylvania
$22K – – –
FAM
628
Formidable Asset Management
Ohio
$22K +$90 +1 +0.4%
WEC
629
Winslow Evans & Crocker
Massachusetts
$20.8K – – –
HDIM
630
Hanson & Doremus Investment Management
Vermont
$20K – – –
ST
631
Stifel Trust
Missouri
$20K – – –
NCM
632
Nelson Capital Management
California
$20K +$18.1K +200 New
PMFA
633
Plante Moran Financial Advisors
Michigan
$20K +$18.1K +200 New
MUMSS
634
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K -$17.2K -190 -50%
CBT
635
Central Bank & Trust
Kentucky
$17K – – –
CFSG
636
Community Financial Services Group
Vermont
$17K +$15.8K +175 New
SCP
637
Syntal Capital Partners
Texas
$16K +$15.2K +168 New
QAM
638
QCI Asset Management
New York
$15K -$4.52K -50 -25%
FAM
639
Fred Alger Management
New York
$15K +$6.24K +69 +83%
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$15K +$13.6K +150 New
OIA
641
Optimum Investment Advisors
Illinois
$13K – – –
CFA
642
Carroll Financial Associates
North Carolina
$13K +$8.5K +94 +235%
CAW
643
Cornerstone Advisors (Washington)
Washington
$11K +$5.16K +57 +114%
SSG
644
Summit Securities Group
New York
$10K -$434K -4,800 -98%
TAM
645
Tocqueville Asset Management
New York
$10K -$63.3K -700 -88%
HCC
646
Hirtle Callaghan & Co
Pennsylvania
$10K -$181 -2 -2%
MWP
647
MYCIO Wealth Partners
Pennsylvania
$10K – – –
PTC
648
Private Trust Company
Ohio
$10K – – –
TDC
649
Thompson Davis & Co
Virginia
$10K +$9.13K +101 New
TFO
650
Tarbox Family Office
California
$9K -$47.1K -521 -85%
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