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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$269K – – –
MWM
802
Madison Wealth Management
Ohio
$267K – – –
CIAS
803
Capital Investment Advisory Services
North Carolina
$267K +$136K +500 +74%
BFS
804
Bradley Foster & Sargent
Connecticut
$265K -$1.64K -6 -0.5%
CL
805
CPWM LLC
Washington
$265K -$1.64K -6 -0.5%
ITIM
806
Indiana Trust & Investment Management
Indiana
$264K -$4.63K -17 -1%
FBT
807
First Bankers Trust
Kentucky
$262K – – –
GLR
808
Great Lakes Retirement
Ohio
$262K – – –
GIM
809
Goelzer Investment Management
Indiana
$258K +$2.45K +9 +0.8%
IA
810
IFP Advisors
Florida
$258K +$41.1K +151 +16%
ADL
811
Asset Dedication LLC
California
$256K +$198K +727 +180%
SIS
812
Sound Income Strategies
Florida
$255K +$216K +794 +243%
PWM
813
PBMares Wealth Management
Virginia
$254K +$57.8K +212 +23%
BAM
814
Belpointe Asset Management
Nevada
$254K +$75.2K +276 +33%
KWM
815
Kingsview Wealth Management
Oregon
$253K +$304K +1,114 New
BFM
816
Boston Financial Management
Massachusetts
$253K +$304K +1,116 New
BFC
817
Bedel Financial Consulting
Indiana
$252K +$10.6K +39 +4%
AAS
818
Annex Advisory Services
Wisconsin
$251K -$112K -412 -27%
CWM
819
Chesapeake Wealth Management
Virginia
$251K – – –
HIA
820
Harbor Investment Advisory
Maryland
$250K +$171K +628 +133%
JWCA
821
J.W. Coons Advisors
Ohio
$250K +$299K +1,099 New
LAM
822
Lingohr Asset Management
Germany
$250K +$300K +1,100 New
CA
823
Cetera Advisors
Colorado
$247K +$63K +231 +27%
AW
824
Alpha Windward
Massachusetts
$246K -$4.36K -16 -1%
OTPPB
825
Ontario Teachers' Pension Plan Board
Ontario, Canada
$246K +$296K +1,085 New
31 32
33
34 35