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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
826
Financial Gravity Asset Management
Texas
$302K – – –
BBHC
827
Brown Brothers Harriman & Co
New York
$301K +$24.5K +89 +10%
WWM
828
Windsor Wealth Management
Indiana
$298K +$24.2K +88 +10%
PWMAG
829
Pinnacle Wealth Management Advisory Group
New Jersey
$298K +$25K +91 +10%
CAM
830
ClariVest Asset Management
California
$296K -$28.3K -103 -10%
CAM
831
Cresset Asset Management
Illinois
$292K +$266K +966 New
BCWM
832
Bartlett & Co Wealth Management
Ohio
$288K – – –
IA
833
IFP Advisors
Florida
$287K -$162K -588 -39%
AWP
834
Ascent Wealth Partners
New York
$286K +$10.5K +38 +4%
HB
835
Horizon Bancorp
Indiana
$286K +$260K +946 New
SGI
836
Summit Global Investments
Utah
$285K -$3.03K -11 -1%
MFG
837
Magnus Financial Group
New York
$282K +$6.88K +25 +3%
PTC
838
Petrus Trust Company
Texas
$280K -$74.3K -270 -23%
FLPIM
839
F.L. Putnam Investment Management
Massachusetts
$279K +$254K +923 New
OR
840
Olympiad Research
Connecticut
$279K +$254K +923 New
MNG
841
Manning & Napier Group
New York
$279K +$255K +926 New
BAM
842
Berkshire Asset Management
Pennsylvania
$278K +$3.03K +11 +1%
BHBT
843
Burke & Herbert Bank & Trust
Virginia
$278K +$253K +920 New
PWM
844
PBMares Wealth Management
Virginia
$274K +$250K +908 New
CLOS
845
Compagnie Lombard Odier SCmA
Switzerland
$272K -$38.5K -140 -13%
CIP
846
Convergence Investment Partners
Florida
$271K -$1.93K -7 -0.8%
RWB
847
RMR Wealth Builders
New Jersey
$271K +$247K +898 New
AAS
848
Avantax Advisory Services
Texas
$268K +$241K +877 New
LC
849
Loews Corp
New York
$265K -$234K -850 -49%
CCM
850
Coldstream Capital Management
Washington
$265K -$19K -69 -7%
32 33
34
35 36