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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
951
Mowery & Schoenfeld Wealth Management
Illinois
$570K +$13.8K +33 +2%
II
952
Impact Investors
California
$568K +$644K +1,540 New
SFO
953
Stenger Family Office
Illinois
$568K +$644K +1,539 New
ACM
954
Advisors Capital Management
New Jersey
$567K -$107K -256 -14%
BAM
955
Berkshire Asset Management
Pennsylvania
$567K -$5.02K -12 -0.8%
TCM
956
Twin Capital Management
Pennsylvania
$566K -$7.11K -17 -1%
MC
957
Middleton & Co
Massachusetts
$563K – – –
HCM
958
Howard Capital Management
Georgia
$562K +$30.1K +72 +5%
PP
959
PDS Planning
Ohio
$560K -$69.5K -166 -10%
LTAS
960
Linden Thomas Advisory Services
North Carolina
$559K -$30.1K -72 -5%
AFW
961
Avantra Family Wealth
Pennsylvania
$559K +$634K +1,514 New
GTAM
962
Global Trust Asset Management
Florida
$558K -$26.4K -63 -4%
DWA
963
Douglass Winthrop Advisors
New York
$558K – – –
HIA
964
Harbor Investment Advisory
Maryland
$557K -$162K -387 -20%
AWM
965
Axxcess Wealth Management
California
$557K +$205K +490 +48%
CRI
966
Colonial River Investments
Virginia
$557K +$396K +946 +168%
BOM
967
Bank of Marin
California
$557K – – –
KFA
968
Kapstone Financial Advisors
Ohio
$552K -$103K -247 -15%
QC
969
Quent Capital
New York
$549K +$12.6K +30 +2%
HT
970
Heritage Trust
Oklahoma
$544K +$617K +1,475 New
CL
971
CVFG LLC
Indiana
$543K +$616K +1,473 New
GM
972
GeoWealth Management
Illinois
$542K +$104K +248 +20%
CWM
973
Compass Wealth Management
Connecticut
$542K -$20.9K -50 -3%
SAM
974
Sompo Asset Management
Japan
$539K -$155K -370 -20%
SFS
975
Strategic Financial Services
New York
$538K -$136K -325 -18%
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