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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1151
Godshalk Welsh Capital Management
Pennsylvania
$333K +$330K +650 New
HC
1152
Hamilton Capital
Ohio
$329K -$50.8K -100 -13%
JIC
1153
Joel Isaacson & Co
New York
$328K – – –
JCM
1154
Jacobi Capital Management
Pennsylvania
$327K +$26.4K +52 +9%
SCP
1155
Shorepoint Capital Partners
Massachusetts
$326K +$322K +635 New
BFEC
1156
Benjamin F. Edwards & Company
Missouri
$324K -$25.4K -50 -7%
FWA
1157
FSM Wealth Advisors
Ohio
$323K +$1.52K +3 +0.5%
DCM
1158
Driehaus Capital Management
Illinois
$323K +$37.1K +73 +13%
LA
1159
LVW Advisors
New York
$322K – – –
WCM
1160
Washington Capital Management
Washington
$321K – – –
AF
1161
Advisornet Financial
Minnesota
$320K +$11.7K +23 +4%
CT
1162
Chicago Trust
Illinois
$316K -$2.54K -5 -0.8%
TFF
1163
The Family Firm
Maryland
$315K +$18.8K +37 +6%
MA
1164
Montag & Associates
Georgia
$315K -$21.8K -43 -7%
KWA
1165
Kellett Wealth Advisors
Ohio
$314K – – –
TC
1166
Trilogy Capital
California
$313K +$59.4K +117 +24%
EFSCE
1167
Enterprise Financial Services Corp (EFSC)
Missouri
$312K +$19.3K +38 +7%
PTC
1168
Petrus Trust Company
Texas
$311K +$308K +607 New
SICM
1169
Sustainable Insight Capital Management
New York
$311K +$308K +607 New
FWM
1170
Fairhaven Wealth Management
Illinois
$309K +$3.55K +7 +1%
AA
1171
Alta Advisers
United Kingdom
$308K – – –
WJWM
1172
Williams Jones Wealth Management
New York
$308K -$54.8K -108 -15%
FFP
1173
FourThought Financial Partners
Florida
$306K +$303K +596 New
CFG
1174
Carr Financial Group
Massachusetts
$305K +$302K +595 New
IMOV
1175
Investment Management of Virginia
Virginia
$305K – – –
45 46
47
48 49