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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1226
D'Orazio & Associates
Virginia
$207K +$218K +455 New
TIA
1227
Trust Investment Advisors
Indiana
$205K – – –
GBT
1228
Grove Bank & Trust
Florida
$205K +$3.83K +8 +2%
NCG
1229
Newport Capital Group
New Jersey
$205K +$209K +437 New
PC
1230
Pecaut & Co
Iowa
$204K – – –
MCM
1231
Manchester Capital Management
Vermont
$203K – – –
DWM
1232
Dakota Wealth Management
Florida
$203K +$213K +446 New
CAM
1233
Carret Asset Management
New York
$202K – – –
WANY
1234
Wealthspire Advisors (New York)
New York
$201K -$111K -231 -34%
CIC
1235
Carnegie Investment Counsel
Ohio
$201K -$21.1K -44 -9%
PFM
1236
Phillips Financial Management
Indiana
$201K +$211K +442 New
IF
1237
Intrua Financial
Texas
$200K -$21.1K -44 -9%
HFS
1238
Heritage Financial Services
Massachusetts
$200K – – –
DIP
1239
DT Investment Partners
Pennsylvania
$196K -$206K -431 -50%
WT
1240
Washington Trust
Rhode Island
$189K – – –
AA
1241
Addison Advisors
Vermont
$189K +$42.1K +88 +27%
IWA
1242
Icon Wealth Advisors
Texas
$180K +$190K +397 New
KFP
1243
KB Financial Partners
New Jersey
$179K +$28.7K +60 +18%
C
1244
Covestor
United Kingdom
$177K +$57.9K +121 +45%
HDIM
1245
Hanson & Doremus Investment Management
Vermont
$174K +$51.7K +108 +39%
HFM
1246
Hartford Financial Management
Connecticut
$173K – – –
WWM
1247
Wolff Wiese Magana
California
$170K +$1.44K +3 +0.8%
CT
1248
Colonial Trust
South Carolina
$170K +$179K +375 New
BAM
1249
Byrne Asset Management
New Jersey
$168K – – –
DWMG
1250
DB Wealth Management Group
California
$166K – – –
48 49
50
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