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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Clearstead Trust
Maine
$357K -$79.2K -288 -17%
CPIG
727
Chicago Partners Investment Group
Illinois
$356K -$220K -800 -36%
KWA
728
KCS Wealth Advisory
California
$353K +$29.7K +108 +9%
PL
729
Plancorp LLC
Missouri
$345K +$3.85K +14 +1%
WHG
730
Westwood Holdings Group
Texas
$341K – – –
FMLI
731
Fukoku Mutual Life Insurance
Japan
$341K +$27.5K +100 +8%
CBB
732
Citizens Business Bank
California
$338K – – –
CFGS
733
Concourse Financial Group Securities
Alabama
$336K +$283K +1,031 +412%
PWPS
734
Pinnacle Wealth Planning Services
Ohio
$333K -$7.15K -26 -2%
FFC
735
First Financial Corp
Indiana
$331K +$294K +1,069 +563%
MCM
736
MAI Capital Management
Ohio
$330K – – –
PL
737
Perpetual Ltd
Australia
$329K – – –
WCM
738
Washington Capital Management
Washington
$328K – – –
SWA
739
Sutton Wealth Advisors
Florida
$327K +$46.7K +170 +16%
SB
740
Simmons Bank
Arkansas
$326K – – –
HCM
741
Hudson Capital Management
New Jersey
$324K -$65.4K -238 -16%
WAM
742
Watermark Asset Management
California
$322K – – –
EWA
743
Exencial Wealth Advisors
Oklahoma
$319K +$334K +1,213 New
AI
744
Accredited Investors
Minnesota
$316K +$331K +1,205 New
TC
745
Trilogy Capital
California
$315K -$69.6K -253 -17%
DCM
746
Donaldson Capital Management
Indiana
$315K -$1.93K -7 -0.6%
DR
747
Davis Rea
Ontario, Canada
$315K – – –
HC
748
Hourglass Capital
Texas
$315K – – –
FWM
749
Fairhaven Wealth Management
Illinois
$315K +$330K +1,200 New
ITIM
750
Indiana Trust & Investment Management
Indiana
$310K -$275 -1 -0.1%
28 29
30
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