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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1001
Fox Run Management
Connecticut
$316K +$365K +1,110 New
MA
1002
MCF Advisors
Kentucky
$316K +$11.5K +35 +3%
EI
1003
Ellevest Inc
New York
$316K -$198K -603 -36%
PCA
1004
Pallas Capital Advisors
Massachusetts
$316K -$582K -1,771 -62%
APC
1005
Aspire Private Capital
North Carolina
$313K -$15.1K -46 -4%
KCIC
1006
Kuhn & Co Investment Counsel
Illinois
$312K – – –
GWMR
1007
GC Wealth Management RIA
Massachusetts
$312K -$12.5K -38 -3%
WWM
1008
Whalen Wealth Management
Nevada
$311K – – –
CIM
1009
CIM Investment Management
Pennsylvania
$307K -$1.64K -5 -0.5%
KWMG
1010
King Wealth Management Group
Florida
$306K -$13.5K -41 -4%
FPAS
1011
Focus Partners Advisor Solutions
Missouri
$306K -$866K -2,634 -71%
PWM
1012
Pines Wealth Management
North Carolina
$305K -$3.29K -10 -1%
HHCP
1013
Hilton Head Capital Partners
South Carolina
$305K – – –
KFG
1014
Kelly Financial Group
Connecticut
$304K – – –
IBOK
1015
Independence Bank of Kentucky
Kentucky
$304K -$2.63K -8 -0.8%
TFA
1016
Transamerica Financial Advisors
Florida
$304K +$29.9K +91 +10%
RBC
1017
Romano Brothers & Co
Illinois
$303K – – –
CI
1018
Conning Inc
Connecticut
$302K -$50.3K -153 -13%
FWTB
1019
First Western Trust Bank
Colorado
$301K +$32.9K +100 +11%
BP
1020
Ballentine Partners
Massachusetts
$301K -$123K -374 -27%
DWA
1021
Douglass Winthrop Advisors
New York
$300K -$32.9K -100 -9%
CF
1022
Claris Financial
Virginia
$300K +$986 +3 +0.3%
NI
1023
Natural Investments
California
$297K -$986 -3 -0.3%
DSC
1024
Daytona Street Capital
Missouri
$297K +$329K +1,000 New
SAI
1025
Savvy Advisors Inc
New York
$297K +$11.2K +34 +3%
39 40
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42 43