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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
1026
Roberts, Glore & Co
Illinois
$227K – – –
WAM
1027
Wallington Asset Management
Indiana
$227K – – –
TFF
1028
The Family Firm
Maryland
$227K +$382 +1 +0.2%
BCA
1029
Berman Capital Advisors
Georgia
$226K +$45.9K +120 +25%
AIA
1030
AIMZ Investment Advisors
California
$225K -$3.82K -10 -2%
LDFR
1031
Lehman & Derafelo Financial Resources
Pennsylvania
$225K – – –
ZB
1032
Zions Bancorporation
Utah
$224K – – –
RG
1033
Renaissance Group
Kentucky
$222K -$75.7K -198 -25%
AAS
1034
Annex Advisory Services
Wisconsin
$222K -$11.5K -30 -5%
CAM
1035
ClariVest Asset Management
California
$219K +$2.29K +6 +1%
FWM
1036
Fairhaven Wealth Management
Illinois
$216K -$2.29K -6 -1%
CL
1037
CPWM LLC
Washington
$215K -$11.5K -30 -5%
OPA
1038
Old Port Advisors
Maine
$215K +$208K +543 New
BFA
1039
Brendel Financial Advisors
New Hampshire
$215K +$215K +562 New
BL
1040
Balentine LLC
Georgia
$215K +$215K +563 New
BFEC
1041
Benjamin F. Edwards & Company
Missouri
$214K +$24.5K +64 +13%
SICM
1042
Sustainable Insight Capital Management
New York
$213K +$213K +558 New
AFG
1043
Allegheny Financial Group
Pennsylvania
$212K -$1.91K -5 -0.9%
WA
1044
Waddell & Associates
Tennessee
$212K +$212K +554 New
WKWM
1045
Walter & Keenan Wealth Management
Indiana
$212K +$212K +555 New
B
1046
Bridgeworth
Alabama
$210K +$210K +549 New
HH
1047
Hilltop Holdings
Texas
$210K +$210K +550 New
QT
1048
Quantamental Technologies
New York
$210K +$211K +551 New
GKWIM
1049
Gerber Kawasaki Wealth & Investment Management
California
$209K +$210K +550 New
DJSG
1050
D.J. St. Germain
Massachusetts
$208K +$208K +544 New
40 41
42
43 44