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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
676
Semmax Financial Advisors
North Carolina
$501K +$70.3K +258 +13%
CB
677
Community Bank
New York
$497K +$17.7K +65 +3%
P
678
Pitcairn
Pennsylvania
$495K +$818 +3 +0.1%
1SB
679
1ST Source Bank
Indiana
$494K +$16.9K +62 +3%
AWE
680
Avidian Wealth Enterprises
Texas
$492K +$591K +2,167 New
RIM
681
Rampart Investment Management
Connecticut
$485K -$1.03M -3,768 -64%
IAA
682
Independent Advisor Alliance
North Carolina
$484K +$12.5K +46 +2%
MHC
683
Meyer Handelman Company
New York
$477K – – –
CLOS
684
Compagnie Lombard Odier SCmA
Switzerland
$477K +$327K +1,200 +133%
WAM
685
Wealthspire Advisors (Maryland)
Maryland
$476K -$2.45K -9 -0.4%
SHA
686
Seneca House Advisors
Virginia
$476K +$16.9K +62 +3%
LWPC
687
Legacy Wealth Partners (California)
California
$474K -$45.8K -168 -7%
O
688
Ossiam
France
$471K -$14.7M -53,889 -96%
OIA
689
OneDigital Investment Advisors
Kansas
$471K -$2.73K -10 -0.5%
IC
690
IEQ Capital
California
$468K +$146K +536 +35%
CGL
691
Clarius Group LLC
Washington
$462K +$82.8K +304 +18%
PRS
692
Pinkerton Retirement Specialists
Idaho
$459K -$867K -3,180 -61%
BP
693
Ballentine Partners
Massachusetts
$459K -$20.2K -74 -4%
LSAG
694
Lake Street Advisors Group
New Hampshire
$459K +$38.7K +142 +8%
BPA
695
Beacon Pointe Advisors
California
$459K +$551K +2,022 New
CC
696
Chicago Capital
Illinois
$454K – – –
NSEDCP
697
NJ State Employees Deferred Compensation Plan
New Jersey
$454K – – –
TYCC
698
Texas Yale Capital Corp
Florida
$453K – – –
HPC
699
HM Payson & Co
Maine
$452K – – –
CEP
700
Chicago Equity Partners
Illinois
$450K -$109K -400 -17%
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28
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