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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1101
Constitution Capital
Connecticut
$314K – – –
ICG
1102
InterOcean Capital Group
Tennessee
$314K +$322K +651 New
BFA
1103
Brendel Financial Advisors
New Hampshire
$313K -$79.2K -160 -20%
FNT
1104
First National Trust
Pennsylvania
$313K -$54.9K -111 -15%
GA
1105
GoalVest Advisory
New York
$313K -$495 -1 -0.2%
JIC
1106
Joel Isaacson & Co
New York
$312K +$9.4K +19 +3%
SG
1107
Swarthmore Group
Pennsylvania
$311K -$6.87M -13,881 -96%
DI
1108
Diligent Investors
California
$311K – – –
CIA
1109
Capital Investment Advisors
Georgia
$309K +$2.97K +6 +0.9%
GKWIM
1110
Gerber Kawasaki Wealth & Investment Management
California
$309K +$12.9K +26 +4%
BFG
1111
Berger Financial Group
Minnesota
$306K +$26.2K +53 +9%
LA
1112
LVW Advisors
New York
$305K -$2.47K -5 -0.8%
VT
1113
Vise Technologies
New York
$305K +$43K +87 +16%
CT
1114
Chicago Trust
Illinois
$304K +$311K +629 New
BTWM
1115
Baker Tilly Wealth Management
Wisconsin
$302K – – –
KCM
1116
Kathmere Capital Management
Pennsylvania
$302K +$12.9K +26 +4%
CT
1117
Caldwell Trust
Florida
$302K – – –
WCM
1118
Washington Capital Management
Washington
$302K – – –
ZB
1119
Zions Bancorporation
Utah
$300K -$135K -272 -30%
FFA
1120
Founders Financial Alliance
North Carolina
$299K -$178K -360 -37%
AWP
1121
Accretive Wealth Partners
New Jersey
$299K -$6.93K -14 -2%
PI
1122
PEAK6 Investments
Illinois
$298K +$102K +207 +45%
KWA
1123
Kellett Wealth Advisors
Ohio
$296K – – –
FBT
1124
First Bank & Trust
South Dakota
$294K +$21.8K +44 +8%
AFPL
1125
Advus Financial Partners, LLC
Florida
$294K +$55.4K +112 +23%
43 44
45
46 47