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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1001
Stratos Investment Management
Ohio
$580K -$38.8K -84 -6%
SIM
1002
Sentry Investment Management
Wisconsin
$580K -$61K -132 -10%
BFC
1003
Bedel Financial Consulting
Indiana
$579K – – –
SIA
1004
Schechter Investment Advisors
Michigan
$578K -$37.9K -82 -6%
CG
1005
CFO4Life Group
Texas
$576K -$37.5K -81 -6%
PMSA
1006
Patrick M. Sweeney & Associates
Illinois
$574K +$563K +1,218 New
NB
1007
Northwest Bancshares
Pennsylvania
$572K -$53.2K -115 -9%
AI
1008
Accredited Investors
Minnesota
$572K – – –
MCM
1009
Monarch Capital Management
Indiana
$570K -$92.5K -200 -14%
HWMG
1010
Hurlow Wealth Management Group
Indiana
$569K -$25.4K -55 -4%
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$568K +$5.09K +11 +0.9%
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$568K +$29.1K +63 +6%
SRC
1013
Shufro Rose & Co
New York
$566K – – –
CLOS
1014
Compagnie Lombard Odier SCmA
Switzerland
$566K – – –
JC
1015
JB Capital
Connecticut
$564K +$44.4K +96 +9%
PIP
1016
Peachtree Investment Partners
Florida
$562K +$9.71K +21 +2%
JGGDR
1017
JGP Global Gestao de Recursos
Brazil
$561K -$1.85K -4 -0.3%
SFS
1018
Stiles Financial Services
Minnesota
$557K +$462 +1 +0.1%
HIC
1019
Holderness Investments Company
North Carolina
$557K +$4.62K +10 +0.9%
CWM
1020
Circle Wealth Management
New Jersey
$554K +$61.5K +133 +13%
EI
1021
Ellevest Inc
New York
$553K +$33.3K +72 +7%
GIA
1022
Gladstone Institutional Advisory
Florida
$553K +$19.4K +42 +4%
AWP
1023
Ascent Wealth Partners
New York
$553K -$2.77K -6 -0.5%
VC
1024
Vestor Capital
Illinois
$548K – – –
DCM
1025
DGS Capital Management
New Jersey
$543K -$55K -119 -9%
39 40
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