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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
651
Foster & Motley
Ohio
$1.1M -$32.5K -85 -3%
SFFS
652
Stonehage Fleming Financial Services
Jersey
$1.09M -$76.4K -200 -7%
KWILP
653
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.08M +$1.08M +2,837 New
DM
654
Delphi Management
Massachusetts
$1.07M -$128K -336 -11%
LNC
655
Lincoln National Corp
Pennsylvania
$1.07M -$115K -301 -10%
S
656
SignatureFD
Georgia
$1.06M -$104K -271 -9%
AIM
657
Anchor Investment Management
South Carolina
$1.06M -$764 -2 -0.1%
CG
658
Caprock Group
Idaho
$1.05M +$5.35K +14 +0.5%
SFA
659
Souders Financial Advisors
Ohio
$1.05M -$12.2K -32 -1%
FB
660
Fulton Bank
Pennsylvania
$1.04M -$50.8K -133 -5%
GPA
661
Garrison Point Advisors
California
$1.03M -$115K -300 -10%
PA
662
Pinnacle Associates
New York
$1.02M +$99K +259 +11%
EFS
663
Essex Financial Services
Connecticut
$1.02M – – –
BWM
664
Buckley Wealth Management
Nevada
$1.01M -$8.41K -22 -0.8%
SIM
665
Sentry Investment Management
Wisconsin
$1M – – –
FA
666
FDx Advisors
Illinois
$997K +$148K +386 +17%
CCP
667
Corient Capital Partners
California
$995K +$110K +289 +12%
BBNA
668
Bremer Bank National Association
Minnesota
$967K -$91.7K -240 -9%
PWP
669
Principle Wealth Partners
Connecticut
$962K – – –
IC
670
Inscription Capital
Texas
$962K +$963K +2,520 New
RIM
671
Regent Investment Management
Kentucky
$960K – – –
IAA
672
Independent Advisor Alliance
North Carolina
$957K -$258K -676 -21%
WB
673
WesBanco Bank
West Virginia
$956K +$38.2K +100 +4%
CGL
674
Clarius Group LLC
Washington
$952K -$6.88K -18 -0.7%
SFA
675
Sequoia Financial Advisors
Ohio
$952K +$311K +815 +49%
25 26
27
28 29