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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
851
FORA Capital
Florida
$603K +$547K +1,301 New
SFS
852
Stiles Financial Services
Minnesota
$599K +$544K +1,293 New
FIM
853
Freedom Investment Management
Connecticut
$598K +$220K +523 +68%
ST
854
Sentinel Trust
Texas
$598K +$542K +1,289 New
FTC
855
Farmers Trust Company
Ohio
$592K -$5.89K -14 -1%
MYLI
856
Meiji Yasuda Life Insurance
Japan
$590K -$107K -255 -17%
SWA
857
Sutton Wealth Advisors
Florida
$589K – – –
CWM
858
Circle Wealth Management
New Jersey
$588K – – –
SVWAG
859
Sound View Wealth Advisors Group
Georgia
$587K +$10.1K +24 +2%
AWM
860
Altium Wealth Management
New York
$586K +$87.9K +209 +20%
PNC
861
Park National Corp
Ohio
$585K -$25.2K -60 -5%
AOWM
862
Alpha Omega Wealth Management
Virginia
$584K +$164K +389 +42%
AI
863
Accredited Investors
Minnesota
$582K +$1.26K +3 +0.2%
APA
864
American Portfolios Advisors
New York
$579K -$8.84K -21 -2%
FLAM
865
First Light Asset Management
Minnesota
$577K – – –
SIS
866
Sound Income Strategies
Florida
$577K +$21.9K +52 +4%
PAMG
867
Patton Albertson Miller Group
Tennessee
$574K – – –
VC
868
Vestor Capital
Illinois
$568K – – –
BFPW
869
BOK Financial Private Wealth
Colorado
$567K +$55.1K +131 +12%
WMA
870
Wealth Management Associates
New Jersey
$566K +$70.7K +168 +16%
VAM
871
Verity Asset Management
North Carolina
$559K +$219K +520 +76%
CLOS
872
Compagnie Lombard Odier SCmA
Switzerland
$556K – – –
RA
873
RFG Advisory
Alabama
$542K +$25.7K +61 +6%
GIA
874
Gladstone Institutional Advisory
Florida
$540K +$18.1K +43 +4%
IA
875
IFG Advisory
Georgia
$536K -$20.6K -49 -4%
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35
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