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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
726
Shufro Rose & Co
New York
$507K – – –
CFGS
727
Concourse Financial Group Securities
Alabama
$505K +$139K +482 +38%
OA
728
Oak Associates
Ohio
$499K -$2.44M -8,420 -83%
LBD
729
Landsberg Bennett & Dubbaneh
Florida
$498K +$501K +1,732 New
LSAG
730
Lake Street Advisors Group
New Hampshire
$496K -$173K -597 -26%
CHC
731
City Holding Co
West Virginia
$494K +$18.5K +64 +4%
FT
732
Fiduciary Trust
Massachusetts
$486K – – –
KCM
733
Kanawha Capital Management
Virginia
$481K -$130K -450 -21%
OAM
734
Oppenheimer Asset Management
New York
$480K -$735K -2,542 -60%
MYIA
735
Mount Yale Investment Advisors
Colorado
$477K -$143K -493 -23%
PHAM
736
Palisades Hudson Asset Management
Florida
$473K -$43.4K -150 -8%
KWA
737
KCS Wealth Advisory
California
$471K +$85.3K +295 +22%
NICM
738
Neo Ivy Capital Management
New York
$470K +$474K +1,639 New
BWCS
739
Beirne Wealth Consulting Services
Connecticut
$468K -$14.2K -49 -3%
HTC
740
Haverford Trust Company
Pennsylvania
$467K -$50.6K -175 -10%
CA
741
Clearstead Advisors
Ohio
$467K +$75.8K +262 +19%
HMS
742
Hanseatic Management Services
New Mexico
$460K +$578 +2 +0.1%
PFO
743
Pathstone Family Office
New Jersey
$457K +$325K +1,125 +241%
BP
744
Ballentine Partners
Massachusetts
$452K +$6.36K +22 +1%
HSA
745
HBK Sorce Advisory
Pennsylvania
$446K +$52.9K +183 +13%
BRWA
746
B. Riley Wealth Advisors
Florida
$446K +$449K +1,553 New
CCM
747
Compton Capital Management
Rhode Island
$445K -$41.6K -144 -9%
PAS
748
Park Avenue Securities
New York
$445K +$446K +1,542 New
FTC
749
Farmers Trust Company
Ohio
$443K -$26.6K -92 -6%
CPO
750
Cerity Partners OCIO
New York
$434K -$988K -3,417 -69%
28 29
30
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