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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
701
Perpetual Ltd
Australia
$239K – – –
GJIC
702
Gamble Jones Investment Counsel
California
$236K – – –
MCM
703
MAI Capital Management
Ohio
$234K – – –
DR
704
Davis Rea
Ontario, Canada
$228K -$19K -100 -8%
DCM
705
Donaldson Capital Management
Indiana
$228K -$761 -4 -0.3%
CM
706
Capital Management
Virginia
$228K – – –
CBB
707
Citizens Business Bank
California
$228K – – –
FBT
708
First Bankers Trust
Kentucky
$228K – – –
IIM
709
Intact Investment Management
Quebec, Canada
$228K – – –
BB
710
Busey Bank
Illinois
$228K +$228K +1,200 New
HSA
711
HBK Sorce Advisory
Pennsylvania
$228K +$229K +1,202 New
GIA
712
GHP Investment Advisors
Colorado
$220K – – –
MWAC
713
Mariner Wealth Advisors (Cincinnati)
Ohio
$218K – – –
BSW
714
Buckingham Strategic Wealth
Missouri
$218K +$218K +1,146 New
YIA
715
YHB Investment Advisors
Connecticut
$215K -$33.3K -175 -13%
HTC
716
Haverford Trust Company
Pennsylvania
$211K – – –
MWM
717
Meridian Wealth Management
Kentucky
$211K – – –
FHC
718
First Heartland Consultants
Missouri
$210K +$211K +1,107 New
SS
719
Simplicity Solutions
Minnesota
$208K -$313K -1,642 -60%
WAM
720
Watermark Asset Management
California
$204K -$30.1K -158 -13%
IIC
721
Integrated Investment Consultants
Michigan
$204K -$14.3K -75 -7%
SWA
722
Sutton Wealth Advisors
Florida
$204K – – –
DT
723
Diversified Trust
Tennessee
$203K – – –
CWM
724
Cedar Wealth Management
California
$203K +$30.5K +160 +18%
YP
725
Yellowstone Partners
Idaho
$203K +$203K +1,068 New
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