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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1076
Lehman & Derafelo Financial Resources
Pennsylvania
$273K – – –
ZB
1077
Zions Bancorporation
Utah
$272K -$24.4K -58 -9%
FRM
1078
Fox Run Management
Connecticut
$269K +$244K +580 New
AGP
1079
Autumn Glory Partners
Texas
$268K +$243K +577 New
RGC
1080
Roberts, Glore & Co
Illinois
$267K – – –
OMIC
1081
Old Mission Investment Co
Michigan
$267K – – –
FHA
1082
Flagship Harbor Advisors
Massachusetts
$261K -$26.5K -63 -10%
AAS
1083
Annex Advisory Services
Wisconsin
$261K – – –
DS
1084
DRW Securities
Illinois
$261K +$236K +562 New
MSCM
1085
McElhenny Sheffield Capital Management
Texas
$260K – – –
OWA
1086
Octavia Wealth Advisors
Ohio
$259K -$841 -2 -0.4%
WKWM
1087
Walter & Keenan Wealth Management
Indiana
$259K – – –
W
1088
Wealthquest
Ohio
$259K – – –
PCA
1089
Pallas Capital Advisors
Massachusetts
$259K +$28.6K +68 +13%
AFG
1090
Allegheny Financial Group
Pennsylvania
$257K – – –
WA
1091
Waddell & Associates
Tennessee
$257K – – –
NFG
1092
Next Financial Group
Texas
$257K +$34.1K +81 +17%
SIC
1093
Samalin Investment Counsel
New York
$257K +$233K +553 New
EWA
1094
EverSource Wealth Advisors
Alabama
$255K +$232K +551 New
RG
1095
Renaissance Group
Kentucky
$254K – – –
JCM
1096
Jacobi Capital Management
Pennsylvania
$254K +$10.5K +25 +5%
AMM
1097
American Money Management
California
$254K +$231K +548 New
PFS
1098
Prospera Financial Services
Texas
$253K -$245K -582 -52%
B
1099
Bridgeworth
Alabama
$253K -$2.1K -5 -0.9%
NIM
1100
Northeast Investment Management
Massachusetts
$253K – – –
42 43
44
45 46