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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1001
Jacobi Capital Management
Pennsylvania
$456K -$96.1K -259 -18%
SCP
1002
Sivia Capital Partners
California
$450K +$431K +1,163 New
TFIPS
1003
Towarzystwo Funduszy Inwestycyjnych PZU SA
$446K +$26K +70 +6%
MCM
1004
Monarch Capital Management
Indiana
$446K – – –
MC
1005
Middleton & Co
Massachusetts
$445K – – –
APG
1006
Abacus Planning Group
South Carolina
$442K +$424K +1,144 New
EWM
1007
Evermay Wealth Management
Virginia
$442K – – –
MA
1008
MCF Advisors
Kentucky
$440K +$22.3K +60 +6%
PPWP
1009
Premier Path Wealth Partners
New Jersey
$438K +$51.2K +138 +14%
FWI
1010
Facet Wealth Inc
Maryland
$437K +$109K +294 +35%
EHC
1011
Everett Harris & Co
California
$436K +$80.5K +217 +24%
WAM
1012
Weinberger Asset Management
California
$435K +$2.23K +6 +0.5%
GFP
1013
Gryphon Financial Partners
Ohio
$433K +$44.5K +120 +12%
CPA
1014
Cardiff Park Advisors
California
$432K – – –
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$432K -$415K -1,118 -50%
C1AG
1016
Client 1st Advisory Group
Florida
$432K +$13.4K +36 +3%
ML
1017
McAdam LLC
Pennsylvania
$428K +$411K +1,108 New
WH
1018
Willner & Heller
California
$428K +$1.85K +5 +0.5%
HWMO
1019
Heritage Wealth Management (Ohio)
Ohio
$428K – – –
JPWM
1020
Jamison Private Wealth Management
Georgia
$427K +$410K +1,105 New
BL
1021
Balentine LLC
Georgia
$427K -$3.71K -10 -0.9%
HTC
1022
Haverford Trust Company
Pennsylvania
$426K -$1.85K -5 -0.5%
VCM
1023
Virtue Capital Management
Tennessee
$425K -$43.8K -118 -10%
EDRH
1024
Edmond de Rothschild Holding
Switzerland
$423K -$1.83M -4,926 -82%
CC
1025
Centiva Capital
New York
$423K +$109K +293 +37%
39 40
41
42 43