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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1001
Golden State Equity Partners
California
$477K +$83.7K +208 +20%
JIC
1002
Joel Isaacson & Co
New York
$473K – – –
BFG
1003
Beacon Financial Group
Texas
$472K – – –
WPC
1004
Wedmont Private Capital
Pennsylvania
$472K -$49.1K -122 -8%
BP
1005
Ballentine Partners
Massachusetts
$471K -$338K -840 -41%
DWP
1006
Daymark Wealth Partners
Ohio
$468K -$156K -389 -24%
PCIA
1007
Prime Capital Investment Advisors
Kansas
$468K -$113K -281 -19%
HCMT
1008
Highland Capital Management (Tennessee)
Tennessee
$467K – – –
RA
1009
Ransom Advisory
Rhode Island
$467K – – –
I
1010
InceptionR
California
$465K +$481K +1,195 New
SVWAG
1011
Sound View Wealth Advisors Group
Georgia
$464K +$2.41K +6 +0.5%
HWMO
1012
Heritage Wealth Management (Ohio)
Ohio
$463K -$128K -319 -21%
SCTC
1013
Sanibel Captiva Trust Company
Florida
$462K -$26.9K -67 -5%
MPM
1014
Meritage Portfolio Management
Kansas
$461K – – –
WAM
1015
Weinberger Asset Management
California
$460K +$7.24K +18 +2%
CI
1016
CX Institutional
Indiana
$460K -$122K -303 -20%
MGIA
1017
Moneta Group Investment Advisors
Missouri
$456K +$37K +92 +9%
QC
1018
Quent Capital
New York
$455K -$43.8K -109 -9%
AI
1019
AdvisorShares Investments
Maryland
$454K +$67.6K +168 +17%
GCP
1020
GSA Capital Partners
United Kingdom
$453K +$468K +1,164 New
MCM
1021
Monarch Capital Management
Indiana
$448K – – –
VIS
1022
Vega Investment Solutions
France
$447K -$31K -77 -6%
VVP
1023
Venture Visionary Partners
Ohio
$446K +$205K +509 +80%
AIM
1024
Aspen Investment Management
Michigan
$445K +$38.2K +95 +9%
FCH
1025
Freestone Capital Holdings
Washington
$445K +$460K +1,143 New
39 40
41
42 43