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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
726
First Bankers Trust
Kentucky
$270K – – –
IIM
727
Intact Investment Management
Quebec, Canada
$270K – – –
DCM
728
Driehaus Capital Management
Illinois
$268K +$253K +1,189 New
ITIM
729
Indiana Trust & Investment Management
Indiana
$261K -$54.3K -255 -18%
OWA
730
One Wealth Advisors
California
$260K +$246K +1,155 New
PA
731
Pinnacle Associates
New York
$252K +$239K +1,122 New
BFS
732
Bradley Foster & Sargent
Connecticut
$250K +$10.6K +50 +5%
FFA
733
First Foundation Advisors
California
$250K +$11.5K +54 +5%
SCA
734
Secor Capital Advisors
New York
$245K +$232K +1,088 New
AWMF
735
Arbor Wealth Management (Florida)
Florida
$243K -$78.8K -370 -25%
WAM
736
Watermark Asset Management
California
$242K – – –
SWA
737
Sutton Wealth Advisors
Florida
$242K – – –
CWM
738
Cedar Wealth Management
California
$240K – – –
PFS
739
Prospera Financial Services
Texas
$239K +$222K +1,040 New
GIA
740
GHP Investment Advisors
Colorado
$237K -$22.4K -105 -9%
BSW
741
Buckingham Strategic Wealth
Missouri
$234K -$22.6K -106 -9%
MWAC
742
Mariner Wealth Advisors (Cincinnati)
Ohio
$229K -$27.5K -129 -11%
SS
743
Simplicity Solutions
Minnesota
$227K -$19.2K -90 -8%
BIM
744
Bridges Investment Management
Nebraska
$225K +$213K +1,000 New
EHC
745
Everett Harris & Co
California
$225K +$213K +1,000 New
AWP
746
Ascent Wealth Partners
New York
$218K +$207K +971 New
OIA
747
OneDigital Investment Advisors
Kansas
$214K -$8.73K -41 -4%
SCM
748
Schnieders Capital Management
California
$213K +$201K +945 New
ADL
749
Asset Dedication LLC
California
$211K -$4.69K -22 -2%
MWM
750
Meridian Wealth Management
Kentucky
$211K – – –
28 29
30
31 32