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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Clearstead Advisors
Ohio
$359K +$13.5K +49 +4%
CT
727
Clearstead Trust
Maine
$357K -$79.2K -288 -17%
CPIG
728
Chicago Partners Investment Group
Illinois
$356K -$220K -800 -36%
KWA
729
KCS Wealth Advisory
California
$353K +$29.7K +108 +9%
PL
730
Plancorp LLC
Missouri
$345K +$3.85K +14 +1%
WHG
731
Westwood Holdings Group
Texas
$341K – – –
FMLI
732
Fukoku Mutual Life Insurance
Japan
$341K +$27.5K +100 +8%
CBB
733
Citizens Business Bank
California
$338K – – –
CFGS
734
Concourse Financial Group Securities
Alabama
$336K +$283K +1,031 +412%
PWPS
735
Pinnacle Wealth Planning Services
Ohio
$333K -$7.15K -26 -2%
FFC
736
First Financial Corp
Indiana
$331K +$294K +1,069 +563%
MCM
737
MAI Capital Management
Ohio
$330K – – –
PL
738
Perpetual Ltd
Australia
$329K – – –
WCM
739
Washington Capital Management
Washington
$328K – – –
SWA
740
Sutton Wealth Advisors
Florida
$327K +$46.7K +170 +16%
SB
741
Simmons Bank
Arkansas
$326K – – –
HCM
742
Hudson Capital Management
New Jersey
$324K -$65.4K -238 -16%
WAM
743
Watermark Asset Management
California
$322K – – –
EWA
744
Exencial Wealth Advisors
Oklahoma
$319K +$334K +1,213 New
AI
745
Accredited Investors
Minnesota
$316K +$331K +1,205 New
TC
746
Trilogy Capital
California
$315K -$69.6K -253 -17%
DCM
747
Donaldson Capital Management
Indiana
$315K -$1.93K -7 -0.6%
DR
748
Davis Rea
Ontario, Canada
$315K – – –
HC
749
Hourglass Capital
Texas
$315K – – –
FWM
750
Fairhaven Wealth Management
Illinois
$315K +$330K +1,200 New
28 29
30
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