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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
901
iSAM Funds (UK)
United Kingdom
$544K -$835K -2,471 -61%
FPL
902
Fortress Private Ledger
North Carolina
$542K -$100K -297 -16%
VAG
903
VisionPoint Advisory Group
Texas
$541K -$86.2K -255 -14%
PE
904
PCM Encore
Colorado
$539K +$520K +1,538 New
CL
905
CVFG LLC
Indiana
$539K +$41.6K +123 +9%
CGL
906
Clarius Group LLC
Washington
$532K +$513K +1,517 New
MSWM
907
Mowery & Schoenfeld Wealth Management
Illinois
$530K – – –
EHWM
908
Eads & Heald Wealth Management
Georgia
$529K +$93.6K +277 +23%
PL
909
Perpetual Ltd
Australia
$526K +$147K +435 +41%
FIA
910
FNY Investment Advisers
New York
$525K +$507K +1,500 New
AAS
911
Ameritas Advisory Services
Nebraska
$524K +$388K +1,148 +330%
II
912
Impact Investors
California
$524K -$56.8K -168 -10%
AWM
913
Avior Wealth Management
Nebraska
$522K +$65.9K +195 +15%
JIR
914
James Investment Research
Ohio
$522K -$92.3K -273 -16%
MGI
915
Miller Global Investments
Texas
$521K +$502K +1,485 New
RA
916
RFG Advisory
Alabama
$520K -$77.4K -229 -13%
OCA
917
OpenArc Corporate Advisory
Georgia
$518K +$500K +1,479 New
NCM
918
Narwhal Capital Management
Georgia
$518K – – –
GHA
919
Good Harbor Advisors
Massachusetts
$518K +$499K +1,477 New
BOM
920
Bank of Marin
California
$512K – – –
TNB
921
Thomasville National Bank
Georgia
$508K -$33.8K -100 -6%
CAG
922
Crestwood Advisors Group
Massachusetts
$505K +$129K +383 +36%
CRC
923
Curi RMB Capital
Illinois
$505K -$25.3K -75 -5%
LRIA
924
Leonard Rickey Investment Advisors
Washington
$502K +$25K +74 +5%
PFGIA
925
Patriot Financial Group Insurance Agency
Massachusetts
$502K -$1.02M -3,029 -68%
35 36
37
38 39