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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
901
Detalus Advisors
Missouri
$857K – – –
MSAM
902
Moloney Securities Asset Management
Missouri
$856K -$212K -427 -21%
MSCM
903
McElhenny Sheffield Capital Management
Texas
$855K -$28.8K -58 -3%
BFG
904
Beacon Financial Group
Texas
$854K -$33.8K -68 -4%
LTAS
905
Linden Thomas Advisory Services
North Carolina
$854K +$51.7K +104 +7%
BF
906
Brogan Financial
Tennessee
$853K +$2.49K +5 +0.3%
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$851K +$3.48K +7 +0.4%
CAMV
908
Concord Asset Management (Virginia)
Virginia
$847K +$135K +271 +20%
MAM
909
McLean Asset Management
Virginia
$846K -$17.4K -35 -2%
PP
910
PDS Planning
Ohio
$845K +$54.7K +110 +7%
TCM
911
Twin Capital Management
Pennsylvania
$842K -$10.4K -21 -1%
GSC
912
Grey Street Capital
Illinois
$841K +$807K +1,622 New
BSW
913
Buckingham Strategic Wealth
Missouri
$835K -$91K -183 -10%
LI
914
LRI Investments
Florida
$833K +$799K +1,606 New
BAM
915
Belpointe Asset Management
Nevada
$832K +$51.7K +104 +7%
PL
916
Plancorp LLC
Missouri
$829K +$27.4K +55 +4%
OFG
917
OmniStar Financial Group
North Carolina
$829K +$795K +1,598 New
SAI
918
Systematic Alpha Investments
New Jersey
$828K – – –
EWA
919
EP Wealth Advisors
California
$826K -$539K -1,084 -40%
HCM
920
Hollencrest Capital Management
California
$822K +$23.9K +48 +3%
EWM
921
Empirical Wealth Management
Washington
$822K +$788K +1,585 New
FMC
922
First Merchants Corp
Indiana
$820K -$9.95K -20 -1%
CWM
923
Compass Wealth Management
Connecticut
$813K – – –
WI
924
WBI Investments
New Jersey
$812K +$779K +1,567 New
BOM
925
Bank of Marin
California
$812K – – –
35 36
37
38 39