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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
826
Virtue Capital Management
Tennessee
$478K +$28.7K +75 +6%
FLAM
827
First Light Asset Management
Minnesota
$475K – – –
PMAS
828
PNC Managed Account Solutions
Texas
$474K +$474K +1,241 New
IA
829
IFG Advisory
Georgia
$470K -$550K -1,438 -54%
BHWM
830
Bar Harbor Wealth Management
New Hampshire
$470K – – –
SVWAG
831
Sound View Wealth Advisors Group
Georgia
$466K -$1.91K -5 -0.4%
MC
832
Machina Capital
France
$464K +$464K +1,214 New
BFS
833
Bradley Foster & Sargent
Connecticut
$463K – – –
GFP
834
Gryphon Financial Partners
Ohio
$461K +$42.4K +111 +7%
FMLI
835
Fukoku Mutual Life Insurance
Japan
$458K -$38.2K -100 -8%
HC
836
Hourglass Capital
Texas
$458K – – –
ACM
837
Ativo Capital Management
Illinois
$456K -$21K -55 -4%
SIS
838
Sound Income Strategies
Florida
$455K +$3.82K +10 +0.8%
IFG
839
Independent Financial Group
California
$455K +$62.3K +163 +16%
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$453K +$3.44K +9 +0.8%
BAM
841
Belpointe Asset Management
Nevada
$448K +$6.5K +17 +1%
SS
842
Simplicity Solutions
Minnesota
$440K +$91.7K +240 +26%
BAM
843
Blueshift Asset Management
New Jersey
$438K -$1.49M -3,890 -77%
RA
844
RFG Advisory
Alabama
$438K +$382 +1 +0.1%
VAM
845
Verity Asset Management
North Carolina
$434K +$76.8K +201 +21%
CCG
846
Cypress Capital Group
Florida
$433K -$764 -2 -0.2%
MAFM
847
Mid Atlantic Financial Management
Pennsylvania
$430K +$27.5K +72 +7%
CIM
848
CIM Investment Management
Pennsylvania
$429K -$2.67K -7 -0.6%
MWM
849
Mission Wealth Management
California
$428K -$382 -1 -0.1%
EHC
850
Everett Harris & Co
California
$428K – – –
32 33
34
35 36