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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
901
VisionPoint Advisory Group
Texas
$611K +$8.16K +22 +1%
BI
902
Ballast Inc
Kentucky
$608K +$583K +1,572 New
BPCE
903
Bank Pictet & Cie (Europe)
Germany
$605K +$41.2K +111 +8%
PC
904
Permanens Capital
New York
$604K +$30.8K +83 +6%
WTB
905
Washington Trust Bank
Washington
$601K -$387K -1,044 -40%
IC
906
Inscription Capital
Texas
$600K +$88.6K +239 +18%
MC
907
Matisse Capital
Oregon
$599K +$575K +1,550 New
1SB
908
1ST Source Bank
Indiana
$599K -$16.3K -44 -3%
EH
909
Equitable Holdings
New York
$599K +$574K +1,548 New
EFG
910
Everhart Financial Group
Ohio
$597K +$84.6K +228 +17%
KCM
911
Kathmere Capital Management
Pennsylvania
$597K +$246K +664 +76%
LAM
912
LOM Asset Management
$594K -$35.2K -95 -6%
PE
913
PCM Encore
Colorado
$594K +$10K +27 +2%
UB
914
UMB Bank
Missouri
$593K -$149K -401 -21%
VH
915
Visionary Horizons
Tennessee
$593K +$569K +1,533 New
AWAP
916
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K -$39.3K -106 -6%
VIS
917
Vega Investment Solutions
France
$592K +$208K +562 +58%
CWS
918
Confluence Wealth Services
Pennsylvania
$590K +$66.8K +180 +13%
SCS
919
Sound Capital Solutions
Florida
$590K +$566K +1,525 New
MSWM
920
Mowery & Schoenfeld Wealth Management
Illinois
$584K – – –
PL
921
Perpetual Ltd
Australia
$583K -$20.4K -55 -4%
CNBT
922
Canandaigua National Bank & Trust
New York
$582K +$559K +1,506 New
EWA
923
EverSource Wealth Advisors
Alabama
$582K -$189K -509 -25%
WBC
924
Westpac Banking Corp
Australia
$580K -$186K -502 -25%
VP
925
Verum Partners
North Carolina
$580K +$8.53K +23 +2%
35 36
37
38 39