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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
726
Donaldson Capital Management
Indiana
$270K – – –
FBT
727
First Bankers Trust
Kentucky
$270K – – –
IIM
728
Intact Investment Management
Quebec, Canada
$270K – – –
DCM
729
Driehaus Capital Management
Illinois
$268K +$253K +1,189 New
ITIM
730
Indiana Trust & Investment Management
Indiana
$261K -$54.3K -255 -18%
OWA
731
One Wealth Advisors
California
$260K +$246K +1,155 New
PA
732
Pinnacle Associates
New York
$252K +$239K +1,122 New
BFS
733
Bradley Foster & Sargent
Connecticut
$250K +$10.6K +50 +5%
FFA
734
First Foundation Advisors
California
$250K +$11.5K +54 +5%
SCA
735
Secor Capital Advisors
New York
$245K +$232K +1,088 New
AWMF
736
Arbor Wealth Management (Florida)
Florida
$243K -$78.8K -370 -25%
WAM
737
Watermark Asset Management
California
$242K – – –
SWA
738
Sutton Wealth Advisors
Florida
$242K – – –
CWM
739
Cedar Wealth Management
California
$240K – – –
PFS
740
Prospera Financial Services
Texas
$239K +$222K +1,040 New
GIA
741
GHP Investment Advisors
Colorado
$237K -$22.4K -105 -9%
BSW
742
Buckingham Strategic Wealth
Missouri
$234K -$22.6K -106 -9%
MWAC
743
Mariner Wealth Advisors (Cincinnati)
Ohio
$229K -$27.5K -129 -11%
SS
744
Simplicity Solutions
Minnesota
$227K -$19.2K -90 -8%
BIM
745
Bridges Investment Management
Nebraska
$225K +$213K +1,000 New
EHC
746
Everett Harris & Co
California
$225K +$213K +1,000 New
AWP
747
Ascent Wealth Partners
New York
$218K +$207K +971 New
OIA
748
OneDigital Investment Advisors
Kansas
$214K -$8.73K -41 -4%
SCM
749
Schnieders Capital Management
California
$213K +$201K +945 New
ADL
750
Asset Dedication LLC
California
$211K -$4.69K -22 -2%
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30
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