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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
901
AdvisorShares Investments
Maryland
$619K – – –
SOS
902
Silver Oak Securities
Tennessee
$617K -$49.7K -134 -8%
QI
903
Qtron Investments
Massachusetts
$616K +$248K +668 +72%
EFM
904
E Fund Management
China
$614K -$123K -332 -17%
VAG
905
VisionPoint Advisory Group
Texas
$611K +$8.16K +22 +1%
BI
906
Ballast Inc
Kentucky
$608K +$583K +1,572 New
BPCE
907
Bank Pictet & Cie (Europe)
Germany
$605K +$41.2K +111 +8%
PC
908
Permanens Capital
New York
$604K +$30.8K +83 +6%
WTB
909
Washington Trust Bank
Washington
$601K -$387K -1,044 -40%
IC
910
Inscription Capital
Texas
$600K +$88.6K +239 +18%
MC
911
Matisse Capital
Oregon
$599K +$575K +1,550 New
1SB
912
1ST Source Bank
Indiana
$599K -$16.3K -44 -3%
EH
913
Equitable Holdings
New York
$599K +$574K +1,548 New
EFG
914
Everhart Financial Group
Ohio
$597K +$84.6K +228 +17%
KCM
915
Kathmere Capital Management
Pennsylvania
$597K +$246K +664 +76%
LAM
916
LOM Asset Management
$594K -$35.2K -95 -6%
PE
917
PCM Encore
Colorado
$594K +$10K +27 +2%
UB
918
UMB Bank
Missouri
$593K -$149K -401 -21%
VH
919
Visionary Horizons
Tennessee
$593K +$569K +1,533 New
AWAP
920
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$592K -$39.3K -106 -6%
VIS
921
Vega Investment Solutions
France
$592K +$208K +562 +58%
CWS
922
Confluence Wealth Services
Pennsylvania
$590K +$66.8K +180 +13%
OF
923
Optimize Financial
California
$590K -$1.85K -5 -0.3%
SCS
924
Sound Capital Solutions
Florida
$590K +$566K +1,525 New
MSWM
925
Mowery & Schoenfeld Wealth Management
Illinois
$584K – – –
35 36
37
38 39