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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
701
Integrated Wealth Management (Palm Desert)
California
$18K – – –
QAM
702
QCI Asset Management
New York
$18K – – –
PCM
703
Penserra Capital Management
California
$14K +$5.94K +46 +66%
BKA
704
Brick & Kyle Associates
Pennsylvania
$13K – – –
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
WAS
706
WESPAC Advisors SoCal
California
$12.5K – – –
WIC
707
Woodmont Investment Counsel
Tennessee
$12K +$12.7K +98 New
CHP
708
Cable Hill Partners
Oregon
$11K – – –
KIG
709
Kessler Investment Group
Indiana
$11K – – –
FPFS
710
First Personal Financial Services
North Carolina
$10K -$18.1K -140 -64%
WA
711
WFG Advisors
Texas
$10K -$2.97K -23 -23%
TFO
712
Tarbox Family Office
California
$10K +$387 +3 +4%
MFW
713
Mosaic Family Wealth
Missouri
$10K +$775 +6 +8%
MA
714
MCF Advisors
Kentucky
$9K +$129 +1 +1%
HIM
715
Hillsdale Investment Management
Ontario, Canada
$8K – – –
WCM
716
Wealthcare Capital Management
Virginia
$8K – – –
FIB
717
First Interstate Bank
Montana
$8K +$4.52K +35 +125%
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$729K -5,645 -99%
CCM
719
Cribstone Capital Management
Maine
$6K – – –
WC
720
Whitnell & Co
Illinois
$6K – – –
LWM
721
LBA Wealth Management
Florida
$5K -$6.46K -50 -56%
VIA
722
Vantage Investment Advisors
Pennsylvania
$4K – – –
PFBT
723
Parkside Financial Bank & Trust
Missouri
$4K +$2.32K +18 +113%
HCM
724
Herndon Capital Management
Georgia
$3K – – –
NR
725
Newfound Research
Massachusetts
$3K – – –
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