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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
901
Convergence Investment Partners
Florida
$341K +$21.3K +56 +7%
PFC
902
Poplar Forest Capital
California
$339K -$319K -839 -48%
IAN
903
Integrated Advisors Network
Texas
$334K +$341K +896 New
EFM
904
E Fund Management
China
$332K +$339K +891 New
CCM
905
Coldstream Capital Management
Washington
$330K -$87.8K -231 -16%
RPWA
906
Regent Peak Wealth Advisors
Georgia
$329K +$5.32K +14 +2%
B
907
Barings
North Carolina
$328K -$168K -441 -33%
OQS
908
Occudo Quantitative Strategies
Florida
$325K +$331K +872 New
APP
909
Avantax Planning Partners
Iowa
$321K – – –
ACM
910
Advisors Capital Management
New Jersey
$317K -$380 -1 -0.1%
CC
911
Constitution Capital
Connecticut
$317K – – –
WPP
912
Whalerock Point Partners
Rhode Island
$315K – – –
CCA
913
Column Capital Advisors
Indiana
$313K -$7.98K -21 -2%
KPW
914
Kore Private Wealth
New York
$312K -$9.12K -24 -3%
AP
915
Arlington Partners
Alabama
$309K +$315K +829 New
ST
916
Spinnaker Trust
Maine
$308K – – –
BCAM
917
Boston Common Asset Management
Massachusetts
$302K +$760 +2 +0.2%
CCM
918
Canal Capital Management
Virginia
$301K – – –
BMC
919
Beaton Management Company
Massachusetts
$298K – – –
MHC
920
Meyer Handelman Company
New York
$298K – – –
FAFN
921
First Affirmative Financial Network
Colorado
$298K +$304K +800 New
KOC
922
Koss-Olinger Consulting
Florida
$298K +$304K +800 New
IA
923
IFP Advisors
Florida
$297K -$78.3K -206 -21%
IC
924
Inverness Counsel
New York
$296K – – –
GA
925
Geller Advisors
New York
$296K +$30K +79 +11%
35 36
37
38 39