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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
701
Capstone Investment Advisors
New York
$341K +$332K +1,432 New
SS
702
Simplicity Solutions
Minnesota
$338K +$329K +1,421 New
YWP
703
YorkBridge Wealth Partners
New York
$337K -$24.8K -107 -7%
CPIG
704
Chicago Partners Investment Group
Illinois
$336K +$114K +492 +53%
HS
705
HighVista Strategies
Massachusetts
$333K -$46.3K -200 -13%
Dodge & Cox
706
Dodge & Cox
California
$333K – – –
SGI
707
Summit Global Investments
Utah
$331K -$6.24M -26,959 -95%
BCM
708
Brookstone Capital Management
Illinois
$331K +$12.5K +54 +4%
PW
709
Price Wealth
Texas
$327K +$65.3M +281,801 New
QCG
710
Quadrant Capital Group
Ohio
$326K -$1.62K -7 -0.5%
SEIA
711
Signature Estate & Investment Advisors
California
$324K +$315K +1,360 New
WCM
712
Washington Capital Management
Washington
$321K – – –
AW
713
Alpha Windward
Massachusetts
$318K -$6.02K -26 -2%
BAM
714
Belpointe Asset Management
Nevada
$316K – – –
APA
715
American Portfolios Advisors
New York
$314K +$22.2K +96 +8%
CA
716
Clearstead Advisors
Ohio
$313K +$463 +2 +0.2%
FMLI
717
Fukoku Mutual Life Insurance
Japan
$309K – – –
PL
718
Plancorp LLC
Missouri
$309K – – –
PWPS
719
Pinnacle Wealth Planning Services
Ohio
$308K +$81.3K +351 +37%
CBB
720
Citizens Business Bank
California
$307K – – –
FMC
721
First Merchants Corp
Indiana
$304K – – –
SB
722
Simmons Bank
Arkansas
$304K – – –
MCM
723
MAI Capital Management
Ohio
$304K +$2.55K +11 +0.9%
PL
724
Perpetual Ltd
Australia
$303K – – –
YIA
725
YHB Investment Advisors
Connecticut
$289K – – –