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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
726
BOK Financial
Oklahoma
$1.03M -$1.59M -4,704 -62%
MNBTD
727
Moody National Bank Trust Division
Texas
$1.03M -$521K -1,542 -34%
PIM
728
Plato Investment Management
Australia
$1.03M -$101K -299 -9%
RDFA
729
Ritter Daniher Financial Advisory
Ohio
$1.02M -$98.7K -292 -9%
MCC
730
Money Concepts Capital
Florida
$1.02M +$79.4K +235 +9%
GLLW
731
Graves Light Lenhart Wealth
Virginia
$1.02M – – –
WANY
732
Wealthspire Advisors (New York)
New York
$1.01M +$658K +1,948 +207%
AC
733
AlphaCore Capital
California
$999K +$601K +1,779 +166%
PCA
734
Pallas Capital Advisors
Massachusetts
$999K -$31.8K -94 -3%
FIA
735
Foundations Investment Advisors
Arizona
$997K +$53.7K +159 +6%
IAA
736
Independent Advisor Alliance
North Carolina
$995K -$35.8K -106 -4%
FAMI
737
Fideuram Asset Management (Ireland)
$994K +$859K +2,543 New
SFS
738
Sowell Financial Services
Arkansas
$994K +$562K +1,664 +142%
CAG
739
Cypress Advisory Group
Arizona
$992K – – –
GBT
740
Grove Bank & Trust
Florida
$990K -$136K -403 -12%
IFWM
741
Institute for Wealth Management
Colorado
$990K -$2.7K -8 -0.3%
HI
742
Harbour Investments
Wisconsin
$988K +$385K +1,140 +68%
FRA
743
Frank Rimerman Advisors
California
$978K – – –
LIA
744
LS Investment Advisors
Michigan
$970K -$129K -383 -12%
QCG
745
Quadrant Capital Group
Ohio
$970K -$3.38K -10 -0.4%
SRS
746
Strong Retirement Solutions
Washington
$970K +$935K +2,767 New
FNBOH
747
First National Bank of Hutchinson
Kansas
$962K +$928K +2,745 New
BCM
748
Brookstone Capital Management
Illinois
$962K +$238K +704 +35%
RSWM
749
Robertson Stephens Wealth Management
California
$957K +$1.01K +3 +0.1%
MWM
750
Mission Wealth Management
California
$952K -$54.4K -161 -6%
28 29
30
31 32