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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1051
Joel Isaacson & Co
New York
$322K
BAM
1052
Berkshire Asset Management
Pennsylvania
$321K -$153K -335 -34%
MPW
1053
Monterey Private Wealth
California
$321K +$292K +638 New
ESB
1054
Essex Savings Bank
Connecticut
$320K +$85.9K +188 +41%
CC
1055
Constitution Capital
Connecticut
$319K -$45.7K -100 -13%
MWM
1056
Midwest Wealth Management
Indiana
$319K
HC
1057
Henshaw Capital
Massachusetts
$318K +$296K +648 New
WA
1058
Waverly Advisors
Alabama
$318K -$8.69K -19 -3%
DI
1059
Diligent Investors
California
$317K
RHBC
1060
R.H. Bluestein & Co
Michigan
$317K
MWM
1061
Meridian Wealth Management
Kentucky
$315K
LA
1062
LVW Advisors
New York
$313K +$1.37K +3 +0.5%
AWP
1063
Accretive Wealth Partners
New Jersey
$311K
CIA
1064
Capital Investment Advisors
Georgia
$311K +$71.3K +156 +33%
SWM
1065
Sendero Wealth Management
Texas
$308K -$103K -226 -26%
Luther King Capital Management (LKCM)
1066
Luther King Capital Management (LKCM)
Texas
$308K -$2.29K -5 -0.8%
CT
1067
Caldwell Trust
Florida
$307K
WCM
1068
Washington Capital Management
Washington
$307K
BTWM
1069
Baker Tilly Wealth Management
Wisconsin
$307K -$139K -304 -33%
PI
1070
PFS Investments
Georgia
$304K +$282K +618 New
SMA
1071
Sage Mountain Advisors
Georgia
$303K -$14.6K -32 -5%
CMI
1072
Clare Market Investments
Texas
$302K +$281K +615 New
GKWIM
1073
Gerber Kawasaki Wealth & Investment Management
California
$302K +$3.66K +8 +1%
EBA
1074
Eagle Bay Advisors
New York
$301K -$103K -226 -27%
KWA
1075
Kellett Wealth Advisors
Ohio
$301K