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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Sompo Asset Management
Japan
$372K +$3.38K +10 +1%
CIM
1027
CIM Investment Management
Pennsylvania
$369K – – –
PWM
1028
Pines Wealth Management
North Carolina
$369K +$13.9K +41 +4%
IBOK
1029
Independence Bank of Kentucky
Kentucky
$367K -$17.9K -53 -5%
MA
1030
MCF Advisors
Kentucky
$366K +$263K +777 +291%
CTC
1031
Central Trust Company
Missouri
$366K -$159K -470 -31%
HHCP
1032
Hilton Head Capital Partners
South Carolina
$365K +$352K +1,041 New
KFG
1033
Kelly Financial Group
Connecticut
$365K – – –
CA
1034
Claro Advisors
Massachusetts
$364K -$15.2K -45 -4%
GTAM
1035
Global Trust Asset Management
Florida
$364K -$53.4K -158 -13%
EP
1036
Edgestream Partners
New Jersey
$364K +$17.2K +51 +5%
RBC
1037
Romano Brothers & Co
Illinois
$363K – – –
KIM
1038
Kestra Investment Management
Texas
$363K +$350K +1,036 New
MPWT
1039
MassMutual Private Wealth & Trust
Connecticut
$363K +$87.9K +260 +34%
GIM
1040
Goelzer Investment Management
Indiana
$362K -$6.76K -20 -2%
CF
1041
Claris Financial
Virginia
$358K -$338 -1 -0.1%
NI
1042
Natural Investments
California
$356K -$1.35K -4 -0.4%
IIA
1043
ICW Investment Advisors
Arizona
$355K -$338 -1 -0.1%
SVWAG
1044
Sound View Wealth Advisors Group
Georgia
$354K +$9.8K +29 +3%
CIS
1045
Capital International Sarl
California
$354K – – –
AWM
1046
Adams Wealth Management
Utah
$351K – – –
CI
1047
CacheTech Inc
Utah
$351K – – –
KJHP
1048
K.J. Harrison & Partners
Ontario, Canada
$351K +$338K +1,000 New
VIS
1049
Vega Investment Solutions
France
$351K +$338K +1,000 New
LWM
1050
LongView Wealth Management
Georgia
$349K +$1.35K +4 +0.4%
40 41
42
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