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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
751
Ballentine Partners
Massachusetts
$600K +$8.36K +22 +1%
MSAM
752
Moloney Securities Asset Management
Missouri
$590K – – –
CL
753
CSS LLC
Illinois
$588K – – –
RCAG
754
Rehmann Capital Advisory Group
Michigan
$586K +$83.2K +219 +16%
HIM
755
Hillsdale Investment Management
Ontario, Canada
$581K +$593K +1,560 New
CFG
756
Citizens Financial Group
Rhode Island
$570K +$177K +466 +44%
MFW
757
Meristem Family Wealth
Minnesota
$570K +$581K +1,528 New
MYLI
758
Meiji Yasuda Life Insurance
Japan
$569K – – –
CFGS
759
Concourse Financial Group Securities
Alabama
$568K +$68.4K +180 +13%
HIA
760
Harbor Investment Advisory
Maryland
$567K +$8.74K +23 +2%
MCCP
761
Mission Creek Capital Partners
California
$563K -$38K -100 -6%
CWM
762
Calamos Wealth Management
Illinois
$560K – – –
SCM
763
Southport Capital Management
Tennessee
$559K -$19K -50 -3%
BIM
764
Bridges Investment Management
Nebraska
$559K – – –
SKK
765
Shepherd Kaplan Krochuk
Massachusetts
$559K – – –
PCA
766
Personal Capital Advisors
California
$556K -$15.2K -40 -3%
CHC
767
City Holding Co
West Virginia
$555K – – –
DAS
768
Dynamic Advisor Solutions
Arizona
$554K +$285K +750 +102%
WWM
769
Windsor Wealth Management
Indiana
$551K -$1.9K -5 -0.3%
DWA
770
Douglass Winthrop Advisors
New York
$550K -$9.88K -26 -2%
OIA
771
OneDigital Investment Advisors
Kansas
$548K -$20.9K -55 -4%
PWM
772
Perigon Wealth Management
California
$548K -$10.6K -28 -2%
PHAM
773
Palisades Hudson Asset Management
Florida
$547K – – –
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
$547K +$72.2K +190 +15%
SXL
775
Summit X LLC
Missouri
$541K – – –
29 30
31
32 33