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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPA
751
First Pacific Advisors
California
$888K – – –
PR
752
Payden & Rygel
California
$881K -$26.6M -63,200 -97%
SMH
753
Sanders Morris Harris
Texas
$878K – – –
FCI
754
Financial Counselors Inc
Kansas
$871K +$10.1K +24 +1%
IAP
755
Indie Asset Partners
Indiana
$868K -$45.9K -109 -6%
LA
756
Lifeworks Advisors
Michigan
$864K +$784K +1,864 New
QCG
757
Quadrant Capital Group
Ohio
$862K -$154K -366 -16%
ADL
758
Asset Dedication LLC
California
$859K +$32K +76 +4%
GC
759
Garde Capital
Washington
$858K – – –
VAS
760
Vestmark Advisory Solutions
Massachusetts
$851K +$24.4K +58 +3%
MA
761
Mutual Advisors
Nebraska
$850K -$54.3K -129 -7%
FMC
762
First Merchants Corp
Indiana
$844K -$69K -164 -8%
CRI
763
Colonial River Investments
Virginia
$839K +$761K +1,810 New
MCA
764
Morris Capital Advisors
Pennsylvania
$838K -$61.8K -147 -8%
RC
765
Roundview Capital
New Jersey
$837K -$55.1K -131 -7%
BWM
766
Buckley Wealth Management
Nevada
$834K -$348K -827 -31%
GTAM
767
Global Trust Asset Management
Florida
$833K -$7.99K -19 -1%
ESCM
768
Echo Street Capital Management
New York
$833K +$756K +1,796 New
LWAC
769
Laurel Wealth Advisors (California)
California
$831K -$841 -2 -0.1%
MCM
770
Monarch Capital Management
Indiana
$821K – – –
ITIM
771
Indiana Trust & Investment Management
Indiana
$817K – – –
OQS
772
Occudo Quantitative Strategies
Florida
$814K +$371K +883 +101%
DWM
773
Defined Wealth Management
Oregon
$809K – – –
DMBA
774
Deseret Mutual Benefit Administrators
Utah
$808K -$13K -31 -2%
WAS
775
WESPAC Advisors SoCal
California
$803K -$67.3K -160 -8%
29 30
31
32 33