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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Wintrust Investments
Illinois
$229K +$229K +600 New
RGC
1027
Roberts, Glore & Co
Illinois
$227K – – –
WAM
1028
Wallington Asset Management
Indiana
$227K – – –
TFF
1029
The Family Firm
Maryland
$227K +$382 +1 +0.2%
BCA
1030
Berman Capital Advisors
Georgia
$226K +$45.9K +120 +25%
AIA
1031
AIMZ Investment Advisors
California
$225K -$3.82K -10 -2%
LDFR
1032
Lehman & Derafelo Financial Resources
Pennsylvania
$225K – – –
ZB
1033
Zions Bancorporation
Utah
$224K – – –
RG
1034
Renaissance Group
Kentucky
$222K -$75.7K -198 -25%
AAS
1035
Annex Advisory Services
Wisconsin
$222K -$11.5K -30 -5%
OMIC
1036
Old Mission Investment Co
Michigan
$220K – – –
CAM
1037
ClariVest Asset Management
California
$219K +$2.29K +6 +1%
FWM
1038
Fairhaven Wealth Management
Illinois
$216K -$2.29K -6 -1%
CL
1039
CPWM LLC
Washington
$215K -$11.5K -30 -5%
OPA
1040
Old Port Advisors
Maine
$215K +$208K +543 New
BFA
1041
Brendel Financial Advisors
New Hampshire
$215K +$215K +562 New
BL
1042
Balentine LLC
Georgia
$215K +$215K +563 New
BFEC
1043
Benjamin F. Edwards & Company
Missouri
$214K +$24.5K +64 +13%
SICM
1044
Sustainable Insight Capital Management
New York
$213K +$213K +558 New
AFG
1045
Allegheny Financial Group
Pennsylvania
$212K -$1.91K -5 -0.9%
WA
1046
Waddell & Associates
Tennessee
$212K +$212K +554 New
WKWM
1047
Walter & Keenan Wealth Management
Indiana
$212K +$212K +555 New
B
1048
Bridgeworth
Alabama
$210K +$210K +549 New
HH
1049
Hilltop Holdings
Texas
$210K +$210K +550 New
QT
1050
Quantamental Technologies
New York
$210K +$211K +551 New
40 41
42
43 44