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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1201
SwitchPoint Financial Planning
Utah
$274K +$3.62K +9 +1%
PFBT
1202
Parkside Financial Bank & Trust
Missouri
$273K +$103K +255 +57%
SIM
1203
Sentry Investment Management
Wisconsin
$273K – – –
CM
1204
Capital Management
Virginia
$272K – – –
MHC
1205
Meyer Handelman Company
New York
$272K – – –
GITFIT
1206
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$272K +$40.2K +100 +17%
APA
1207
Astoria Portfolio Advisors
New York
$272K +$19.3K +48 +5%
RW
1208
RVW Wealth
California
$270K – – –
AWE
1209
Avidian Wealth Enterprises
Texas
$270K +$39.4K +98 +16%
RWM
1210
Riverbend Wealth Management
South Carolina
$269K +$92.1K +229 +50%
AF
1211
Aldebaran Financial
$266K +$402 +1 +0.1%
WPP
1212
Whalerock Point Partners
Rhode Island
$265K – – –
RSF
1213
Rik Saylor Financial
Ohio
$264K +$28.2K +70 +11%
SI
1214
Seeds Investor
New York
$264K -$108K -269 -28%
PNC
1215
Park National Corp
Ohio
$264K – – –
JCM
1216
Jacobsen Capital Management
Utah
$264K +$273K +678 New
PFA
1217
Pathway Financial Advisers
Indiana
$263K – – –
SIC
1218
SJS Investment Consulting
Ohio
$263K -$16.5K -41 -6%
HG
1219
Harbor Group
New Hampshire
$262K -$47.5K -118 -15%
RWM
1220
Revisor Wealth Management
Ohio
$261K +$304K +755 New
FNT
1221
First National Trust
Pennsylvania
$261K -$14.9K -37 -5%
CPIG
1222
Chicago Partners Investment Group
Illinois
$260K +$100K +249 +40%
GIA
1223
Gladstone Institutional Advisory
Florida
$260K +$36.6K +91 +16%
CCFM
1224
Clear Creek Financial Management
Washington
$260K -$266K -661 -50%
MSE
1225
MUFG Securities EMEA
United Kingdom
$260K +$269K +668 New
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