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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1226
Sage Rhino Capital
California
$222K +$495 +1 +0.2%
IAIM
1227
International Assets Investment Management
Florida
$222K +$13.4K +27 +6%
MW
1228
Marcum Wealth
Ohio
$220K -$7.92K -16 -3%
DA
1229
DSC Advisors
Illinois
$219K -$495 -1 -0.2%
TIA
1230
Trust Investment Advisors
Indiana
$218K -$152K -307 -40%
MCM
1231
Murphy Capital Management
New Jersey
$217K – – –
PC
1232
Pecaut & Co
Iowa
$217K – – –
SAM
1233
Sompo Asset Management
Japan
$217K +$9.89K +20 +5%
SP
1234
Successful Portfolios
Florida
$216K -$26.2K -53 -11%
VWA
1235
V Wealth Advisors
Kansas
$216K +$7.42K +15 +3%
CAM
1236
Carret Asset Management
New York
$215K – – –
MCM
1237
Manchester Capital Management
Vermont
$215K – – –
GBT
1238
Grove Bank & Trust
Florida
$214K – – –
CWS
1239
Cypress Wealth Services
California
$214K +$3.46K +7 +2%
HFS
1240
Heritage Financial Services
Massachusetts
$213K – – –
TTWM
1241
TCV Trust & Wealth Management
Virginia
$212K – – –
LSPW
1242
Lake Street Private Wealth
Illinois
$211K +$217K +438 New
CFO
1243
CVA Family Office
Colorado
$210K -$37.1K -75 -15%
DPI
1244
Diversified Portfolios Inc
Michigan
$210K +$495 +1 +0.2%
TFA
1245
Triad Financial Advisors
North Carolina
$208K +$3.96K +8 +2%
GIM
1246
Goelzer Investment Management
Indiana
$206K – – –
SG
1247
Stonnington Group
California
$206K – – –
DCM
1248
Driehaus Capital Management
Illinois
$205K +$210K +424 New
BI
1249
Ballast Inc
Kentucky
$203K – – –
RCWM
1250
Royal Capital Wealth Management
Indiana
$201K – – –
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