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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
951
M Holdings Securities
Oregon
$849K +$828K +1,567 New
BOM
952
Bank of Marin
California
$848K – – –
EWM
953
Empirical Wealth Management
Washington
$847K -$11.6K -22 -1%
TNB
954
Thomasville National Bank
Georgia
$840K – – –
CIA
955
Concurrent Investment Advisors
Florida
$832K +$112K +211 +16%
RFA
956
ROI Financial Advisors
Oregon
$832K +$8.46K +16 +1%
SAM
957
Smithbridge Asset Management
Pennsylvania
$830K – – –
JWCA
958
J.W. Coons Advisors
Ohio
$829K – – –
BCMO
959
Buckingham Capital Management (Ohio)
Ohio
$827K – – –
MAM
960
McLean Asset Management
Virginia
$826K -$52.3K -99 -6%
MC
961
Middleton & Co
Massachusetts
$826K – – –
DWA
962
Douglass Winthrop Advisors
New York
$819K – – –
MSWM
963
Mowery & Schoenfeld Wealth Management
Illinois
$819K – – –
PMA
964
Prudent Man Advisors
Illinois
$817K +$35.9K +68 +5%
VAM
965
Verity Asset Management
North Carolina
$814K +$344K +651 +76%
DSC
966
Duncker Streett & Co
Missouri
$808K -$1.59M -3,000 -67%
SCTC
967
Sanibel Captiva Trust Company
Florida
$808K +$122K +230 +18%
QC
968
Quent Capital
New York
$803K +$30.7K +58 +4%
PCIA
969
Prime Capital Investment Advisors
Kansas
$797K +$13.7K +26 +2%
KLCM
970
KG&L Capital Management
Louisiana
$795K +$76.6K +145 +11%
GT
971
Glenview Trust
Kentucky
$790K -$286K -541 -27%
BIG
972
Brooklyn Investment Group
New York
$782K – – –
THWM
973
Taylor Hoffman Wealth Management
Virginia
$779K – – –
FM
974
Foster & Motley
Ohio
$774K -$166K -314 -18%
BAM
975
Berkshire Asset Management
Pennsylvania
$773K +$452K +856 +150%
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