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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K -$591K -3,713 -96%
QAM
752
QCI Asset Management
New York
$24K – – –
PCP
753
Proficio Capital Partners
Massachusetts
$24K +$19.6K +123 +1,367%
AIM
754
Advantage Investment Management
Iowa
$22K -$3.82K -24 -15%
FPFS
755
First Personal Financial Services
North Carolina
$21K +$7K +44 +55%
MWM
756
Mascoma Wealth Management
New Hampshire
$19K – – –
BKA
757
Brick & Kyle Associates
Pennsylvania
$17K – – –
LWCFA
758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
BIG
759
Bellwether Investment Group
Tennessee
$17K +$2.7K +17 +20%
WAS
760
WESPAC Advisors SoCal
California
$16.5K – – –
PMFA
761
Plante Moran Financial Advisors
Michigan
$16K – – –
KIG
762
Kessler Investment Group
Indiana
$15K – – –
HFM
763
Hartford Financial Management
Connecticut
$13K -$10.5K -66 -45%
CHP
764
Cable Hill Partners
Oregon
$13K -$1.43K -9 -10%
MA
765
MCF Advisors
Kentucky
$12K +$159 +1 +1%
IAS
766
INR Advisory Services
Pennsylvania
$11K +$10.5K +66 New
BBHC
767
Brown Brothers Harriman & Co
New York
$11K +$10.7K +67 New
ZB
768
Zions Bancorporation
Utah
$10K -$32.9K -207 -78%
HIM
769
Hillsdale Investment Management
Ontario, Canada
$10K – – –
TFO
770
Tarbox Family Office
California
$10K – – –
GBT
771
Grove Bank & Trust
Florida
$9K -$47.7K -300 -84%
Loomis, Sayles & Company
772
Loomis, Sayles & Company
Massachusetts
$9K +$8.43K +53 New
CCM
773
Cribstone Capital Management
Maine
$8K – – –
WC
774
Whitnell & Co
Illinois
$8K – – –
GRP
775
Global Retirement Partners
California
$8K +$1.91K +12 +33%