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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
651
Perpetual Ltd
Australia
$259K +$248K +1,559 New
S
652
SignatureFD
Georgia
$252K +$242K +1,524 New
QCG
653
Quadrant Capital Group
Ohio
$245K +$11.8K +74 +5%
EFS
654
Essex Financial Services
Connecticut
$242K -$477 -3 -0.2%
AGM
655
Alpine Global Management
New York
$242K +$233K +1,463 New
HCM
656
Hollencrest Capital Management
California
$242K +$233K +1,463 New
HPC
657
HM Payson & Co
Maine
$239K – – –
BP
658
Ballentine Partners
Massachusetts
$235K +$226K +1,423 New
CA
659
Clearstead Advisors
Ohio
$235K +$226K +1,423 New
ITIM
660
Indiana Trust & Investment Management
Indiana
$234K +$225K +1,416 New
APP
661
Avantax Planning Partners
Iowa
$233K +$224K +1,408 New
PCMC
662
Paragon Capital Management (Colorado)
Colorado
$230K +$221K +1,391 New
BAS
663
Brown Advisory Securities
Maryland
$226K -$16.9K -106 -7%
GT
664
Greenleaf Trust
Michigan
$220K +$211K +1,328 New
BG
665
Bahl & Gaynor
Ohio
$216K -$23.1K -145 -10%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$215K – – –
DR
667
Davis Rea
Ontario, Canada
$215K +$207K +1,300 New
SPC
668
Sigma Planning Corp
Michigan
$214K +$206K +1,293 New
PL
669
Plancorp LLC
Missouri
$214K +$207K +1,300 New
FANJ
670
Financial Architects (New Jersey)
New Jersey
$213K +$97K +610 +90%
RG
671
Rathbones Group
United Kingdom
$207K -$89.1K -560 -31%
AA
672
Apriem Advisors
California
$207K -$4.77K -30 -2%
GJIC
673
Gamble Jones Investment Counsel
California
$206K +$198K +1,244 New
WAM
674
Watermark Asset Management
California
$204K +$196K +1,232 New
FPF
675
FNY Partners Fund
New York
$198K -$604K -3,800 -76%
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