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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1001
Wintrust Investments
Illinois
$224K – – –
ECM
1002
Evergreen Capital Management
Washington
$224K +$760 +2 +0.3%
APW
1003
Aurora Private Wealth
New Jersey
$222K -$20.9K -55 -8%
SAG
1004
Spotlight Asset Group
Illinois
$221K -$42.9K -113 -16%
GKWIM
1005
Gerber Kawasaki Wealth & Investment Management
California
$221K +$17.1K +45 +8%
AIA
1006
AIMZ Investment Advisors
California
$220K – – –
LDFR
1007
Lehman & Derafelo Financial Resources
Pennsylvania
$220K – – –
PCA
1008
Pallas Capital Advisors
Massachusetts
$220K +$197K +518 New
CG
1009
Cutler Group
California
$219K -$110K -289 -33%
BTWM
1010
Baker Tilly Wealth Management
Wisconsin
$219K -$16K -42 -7%
AFPL
1011
Advus Financial Partners, LLC
Florida
$219K +$179K +472 New
SMA
1012
Sage Mountain Advisors
Georgia
$217K -$12.9K -34 -6%
RGC
1013
Roberts, Glore & Co
Illinois
$214K -$7.6K -20 -3%
SPFA
1014
Summit Place Financial Advisors
New Jersey
$212K -$11.4K -30 -5%
FWM
1015
Fairhaven Wealth Management
Illinois
$210K -$1.52K -4 -0.7%
SICM
1016
Sustainable Insight Capital Management
New York
$210K +$2.28K +6 +1%
AAS
1017
Annex Advisory Services
Wisconsin
$209K -$7.6K -20 -3%
MSCM
1018
McElhenny Sheffield Capital Management
Texas
$209K +$213K +560 New
NL
1019
NWAM LLC
Washington
$209K +$213K +560 New
OWA
1020
Octavia Wealth Advisors
Ohio
$209K +$213K +560 New
W
1021
Wealthquest
Ohio
$208K -$80.6K -212 -27%
BBHC
1022
Brown Brothers Harriman & Co
New York
$208K -$22.8K -60 -10%
BFEC
1023
Benjamin F. Edwards & Company
Missouri
$208K -$1.52K -4 -0.7%
WKWM
1024
Walter & Keenan Wealth Management
Indiana
$208K +$1.52K +4 +0.7%
AFG
1025
Allegheny Financial Group
Pennsylvania
$207K – – –
39 40
41
42 43