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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1001
Aurora Private Wealth
New Jersey
$233K – – –
DI
1002
Diligent Investors
California
$232K – – –
RHBC
1003
R.H. Bluestein & Co
Michigan
$232K – – –
RWP
1004
Ridgecrest Wealth Partners
California
$230K +$206K +640 New
BTWM
1005
Baker Tilly Wealth Management
Wisconsin
$230K +$206K +641 New
FHA
1006
First Horizon Advisors
Tennessee
$229K +$4.18K +13 +2%
ECM
1007
Evergreen Capital Management
Washington
$228K +$204K +635 New
PCM
1008
Penserra Capital Management
California
$227K +$32.2K +100 +19%
WCM
1009
Washington Capital Management
Washington
$224K – – –
JIC
1010
Joel Isaacson & Co
New York
$223K +$200K +621 New
WT
1011
Washington Trust
Rhode Island
$222K -$8.04K -25 -4%
AAS
1012
Annex Advisory Services
Wisconsin
$220K +$197K +612 New
EFG
1013
Everhart Financial Group
Ohio
$219K +$196K +610 New
FHA
1014
Flagship Harbor Advisors
Massachusetts
$218K +$195K +607 New
AIA
1015
AIMZ Investment Advisors
California
$215K +$193K +600 New
SPFA
1016
Summit Place Financial Advisors
New Jersey
$215K +$193K +600 New
RGC
1017
Roberts, Glore & Co
Illinois
$214K -$32.8K -102 -15%
CL
1018
CPWM LLC
Washington
$213K -$191K -593 -50%
TFF
1019
The Family Firm
Maryland
$213K +$190K +592 New
WAM
1020
Wallington Asset Management
Indiana
$213K +$191K +594 New
LDFR
1021
Lehman & Derafelo Financial Resources
Pennsylvania
$212K +$190K +590 New
PCP
1022
Proficio Capital Partners
Massachusetts
$212K +$190K +591 New
NFG
1023
Next Financial Group
Texas
$210K +$48.6K +151 +35%
ZB
1024
Zions Bancorporation
Utah
$210K +$94.2K +293 +100%
RG
1025
Rikoon Group
New Mexico
$208K +$187K +580 New
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