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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
951
Hurlow Wealth Management Group
Indiana
$296K – – –
DS
952
DRW Securities
Illinois
$296K +$296K +775 New
EN1L
953
Engine No 1 LLC
California
$296K +$297K +776 New
IWM
954
IHT Wealth Management
Illinois
$295K +$14.9K +39 +5%
W
955
Wealthquest
Ohio
$294K – – –
RWP
956
Ridgecrest Wealth Partners
California
$292K +$47.8K +125 +20%
CT
957
Chicago Trust
Illinois
$291K +$292K +763 New
T
958
TOBAM
France
$289K -$40.1K -105 -12%
AP
959
Appleton Partners
Massachusetts
$288K -$1.91K -5 -0.7%
LJAC
960
L.J. Altfest & Co
New York
$288K +$382 +1 +0.1%
RWM
961
Ritholtz Wealth Management
New York
$288K +$288K +754 New
CM
962
Capital Management
Virginia
$286K – – –
BG
963
Bahl & Gaynor
Ohio
$281K – – –
KP
964
Keel Point
Alabama
$281K +$3.06K +8 +1%
DAS
965
Dynamic Advisor Solutions
Arizona
$281K +$9.94K +26 +4%
JGGDR
966
JGP Global Gestao de Recursos
Brazil
$278K +$764 +2 +0.3%
RFA
967
Reilly Financial Advisors
California
$278K +$4.59K +12 +2%
HHGA
968
Halbert Hargrove Global Advisors
California
$277K +$3.06K +8 +1%
WPW
969
Waldron Private Wealth
Pennsylvania
$276K -$5.73K -15 -2%
WC
970
Woodstock Corp
Massachusetts
$275K -$9.55K -25 -3%
GWCM
971
Godshalk Welsh Capital Management
Pennsylvania
$275K – – –
FNT
972
First National Trust
Pennsylvania
$275K +$13.4K +35 +5%
GA
973
Geller Advisors
New York
$273K -$764 -2 -0.3%
SFG
974
SevenBridge Financial Group
Pennsylvania
$272K – – –
CC
975
Claybrook Capital
Massachusetts
$272K +$272K +712 New
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