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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
Perigon Wealth Management
California
$715K +$30.3K +72 +5%
AWA
802
Aaron Wealth Advisors
Illinois
$707K +$34.5K +82 +6%
MCCP
803
Mission Creek Capital Partners
California
$700K +$421 +1 +0.1%
IWC
804
Integrated Wealth Concepts
Massachusetts
$700K +$227K +540 +56%
SIC
805
Salem Investment Counselors
North Carolina
$698K +$207K +492 +49%
BIM
806
Bridges Investment Management
Nebraska
$696K – – –
BC
807
Brookfield Corp
Ontario, Canada
$696K +$631K +1,501 New
SKK
808
Shepherd Kaplan Krochuk
Massachusetts
$695K – – –
SCM
809
Southport Capital Management
Tennessee
$695K – – –
PCS
810
Personal CFO Solutions
New Jersey
$694K +$630K +1,497 New
SCA
811
Snowden Capital Advisors
New York
$691K -$725K -1,723 -54%
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$689K +$8.41K +20 +1%
FMLI
813
Fukoku Mutual Life Insurance
Japan
$686K +$21K +50 +3%
DWA
814
Douglass Winthrop Advisors
New York
$684K – – –
LOAME
815
Lombard Odier Asset Management (Europe)
United Kingdom
$684K +$621K +1,476 New
PHAM
816
Palisades Hudson Asset Management
Florida
$680K – – –
TC
817
Telemus Capital
Michigan
$680K +$10.5K +25 +2%
WWM
818
Windsor Wealth Management
Indiana
$678K +$5.89K +14 +1%
DAS
819
Dynamic Advisor Solutions
Arizona
$675K -$12.2K -29 -2%
LFM
820
LGT Fund Management
Liechtenstein
$672K +$610K +1,450 New
CWM
821
Calamos Wealth Management
Illinois
$671K -$23.6K -56 -4%
OA
822
Oxbow Advisors
Texas
$669K -$92.6K -220 -13%
BIM
823
Baldwin Investment Management
Pennsylvania
$669K – – –
MCC
824
Money Concepts Capital
Florida
$668K +$606K +1,440 New
EWM
825
Evermay Wealth Management
Virginia
$665K – – –
31 32
33
34 35