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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1051
Whalen Wealth Management
Nevada
$344K -$794K -2,554 -71%
CAG
1052
Crestwood Advisors Group
Massachusetts
$342K -$9.95K -32 -3%
CIM
1053
CIM Investment Management
Pennsylvania
$340K -$336K -1,080 -51%
GIM
1054
Goelzer Investment Management
Indiana
$340K -$87.1K -280 -21%
SAM
1055
Sompo Asset Management
Japan
$339K -$74.6K -240 -19%
KFG
1056
Kelly Financial Group
Connecticut
$336K – – –
GWM
1057
GSB Wealth Management
Connecticut
$335K +$49.8K +160 +18%
BAM
1058
Berkshire Asset Management
Pennsylvania
$335K -$124K -398 -28%
RBC
1059
Romano Brothers & Co
Illinois
$335K – – –
LGF
1060
LGT Group Foundation
Liechtenstein
$333K -$173K -555 -36%
CAMG
1061
CWA Asset Management Group
Florida
$333K +$143K +459 +81%
NI
1062
Natural Investments
California
$330K -$2.49K -8 -0.8%
CF
1063
Claris Financial
Virginia
$330K +$318K +1,021 New
TFA
1064
Transamerica Financial Advisors
Florida
$329K +$125K +402 +65%
ACM
1065
Advisors Capital Management
New Jersey
$329K -$97.7K -314 -24%
SW
1066
Simplicity Wealth
New Jersey
$329K -$1.41M -4,549 -82%
IIA
1067
ICW Investment Advisors
Arizona
$328K – – –
PWM
1068
Pines Wealth Management
North Carolina
$327K +$98.6K +317 +46%
CIS
1069
Capital International Sarl
California
$327K -$301K -967 -49%
GFP
1070
Gryphon Financial Partners
Ohio
$325K -$42K -135 -12%
CAM
1071
Creekmur Asset Management
Illinois
$325K +$311 +1 +0.1%
AWM
1072
Adams Wealth Management
Utah
$323K – – –
CI
1073
CacheTech Inc
Utah
$323K – – –
KCIC
1074
Kuhn & Co Investment Counsel
Illinois
$323K – – –
EC
1075
EntryPoint Capital
New York
$320K +$308K +990 New
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