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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
901
McElhenny Sheffield Capital Management
Texas
$805K +$530K +1,147 +205%
GCA
902
Genesee Capital Advisors
New York
$800K +$62.4K +135 +9%
CA
903
Clearstead Advisors
Ohio
$796K -$383K -829 -33%
BB
904
Busey Bank
Illinois
$790K -$75.4K -163 -9%
SAM
905
Smithbridge Asset Management
Pennsylvania
$790K -$15.7K -34 -2%
EWM
906
Evermay Wealth Management
Virginia
$782K -$925 -2 -0.1%
DA
907
Detalus Advisors
Missouri
$780K +$16.6K +36 +2%
FIM
908
Freedom Investment Management
Connecticut
$778K -$6.47K -14 -0.8%
PCIA
909
Prime Capital Investment Advisors
Kansas
$777K +$253K +547 +50%
TCM
910
Twin Capital Management
Pennsylvania
$775K -$28.2K -61 -4%
BF
911
Brogan Financial
Tennessee
$773K +$2.31K +5 +0.3%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$771K +$45.3K +98 +6%
GI
913
GAMMA Investing
California
$767K +$719K +1,554 New
JWCA
914
J.W. Coons Advisors
Ohio
$762K – – –
BCM
915
Brookstone Capital Management
Illinois
$758K +$47.2K +102 +7%
MCC
916
Money Concepts Capital
Florida
$757K -$7.86K -17 -1%
FMC
917
First Merchants Corp
Indiana
$755K -$925 -2 -0.1%
SAI
918
Systematic Alpha Investments
New Jersey
$753K – – –
FFA
919
First Foundation Advisors
California
$745K -$721K -1,560 -50%
SAM
920
Sompo Asset Management
Japan
$745K +$106K +230 +17%
BCM
921
BlueCrest Capital Management
Jersey
$742K +$728K +1,574 New
CWM
922
Compass Wealth Management
Connecticut
$739K -$11.6K -25 -2%
BOM
923
Bank of Marin
California
$738K – – –
WAS
924
WESPAC Advisors SoCal
California
$737K +$111K +240 +18%
RFA
925
ROI Financial Advisors
Oregon
$737K +$723K +1,563 New
35 36
37
38 39