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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
851
Colonial River Investments
Virginia
$784K +$1.43K +3 +0.2%
MC
852
Middleton & Co
Massachusetts
$782K – – –
DAS
853
Dynamic Advisor Solutions
Arizona
$781K -$33.3K -70 -4%
WFC
854
Western Financial Corp
California
$781K +$20K +42 +3%
CWM
855
Congress Wealth Management
Massachusetts
$777K -$109K -230 -12%
MAM
856
McLean Asset Management
Virginia
$776K -$13.8K -29 -2%
GTAM
857
Global Trust Asset Management
Florida
$775K -$2.85K -6 -0.4%
ESCM
858
Echo Street Capital Management
New York
$771K +$438K +921 +122%
SIA
859
Strategic Investment Advisors
Michigan
$769K +$796K +1,673 New
LTAS
860
Linden Thomas Advisory Services
North Carolina
$766K +$28.6K +60 +4%
CWM
861
Compass Wealth Management
Connecticut
$762K – – –
FMC
862
First Merchants Corp
Indiana
$761K +$1.43K +3 +0.2%
BF
863
Brogan Financial
Tennessee
$752K – – –
SXL
864
Summit X LLC
Missouri
$751K +$130K +274 +20%
TNB
865
Thomasville National Bank
Georgia
$748K -$6.19K -13 -0.8%
SAM
866
Simplify Asset Management
Nevada
$744K -$1.34M -2,818 -64%
GL
867
Graypoint LLC
New York
$742K +$255K +536 +50%
NP
868
Nilsine Partners
Colorado
$740K +$766K +1,610 New
IAP
869
Indie Asset Partners
Indiana
$739K -$31.4K -66 -4%
SAI
870
Systematic Alpha Investments
New Jersey
$734K – – –
HCM
871
Hollencrest Capital Management
California
$730K +$1.43K +3 +0.2%
EWA
872
EP Wealth Advisors
California
$727K +$6.32M +13,283 +780%
JGGDR
873
JGP Global Gestao de Recursos
Brazil
$727K +$862K +1,812 +169%
SIM
874
Sentry Investment Management
Wisconsin
$726K -$237K -497 -24%
DCM
875
DGS Capital Management
New Jersey
$724K -$9.04K -19 -1%
33 34
35
36 37