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Elevance Health

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1276
Petrus Trust Company
Texas
$323K -$451K -907 -59%
LC
1277
Lindbrook Capital
California
$323K +$13.4K +27 +5%
RWM
1278
Reston Wealth Management
Virginia
$322K +$497 +1 +0.2%
CG
1279
Cynosure Group
Utah
$322K +$309K +621 New
FA
1280
FDx Advisors
Illinois
$320K -$877K -1,764 -74%
SW
1281
SkyOak Wealth
Michigan
$319K +$306K +616 New
InterOcean Capital Group
1282
InterOcean Capital Group
Tennessee
$319K +$1.49K +3 +0.5%
CCM
1283
Canal Capital Management
Virginia
$318K -$80.6K -162 -21%
DIP
1284
DT Investment Partners
Pennsylvania
$318K – – –
WC
1285
Weil Company
California
$318K +$16.9K +34 +6%
KWA
1286
Kellett Wealth Advisors
Ohio
$318K – – –
Quotient Wealth Partners
1287
Quotient Wealth Partners
Texas
$317K +$36.8K +74 +14%
FA
1288
Fiduciary Alliance
South Carolina
$315K +$10.4K +21 +4%
Luther King Capital Management (LKCM)
1289
Luther King Capital Management (LKCM)
Texas
$314K -$32.3K -65 -10%
WC
1290
Waterloo Capital
Texas
$313K +$71.6K +144 +31%
IAIM
1291
International Assets Investment Management
Florida
$313K +$32.3K +65 +12%
OL
1292
OneFund LLC
Florida
$312K -$7.96K -16 -3%
CCA
1293
Childress Capital Advisors
Texas
$311K -$16.9K -34 -5%
AA
1294
Alta Advisers
United Kingdom
$311K – – –
GCIA
1295
Gabelli & Co Investment Advisers
New York
$311K +$49.7K +100 +20%
IDA
1296
Intelligence Driven Advisers
California
$311K +$298K +600 New
FB
1297
First Bancorp
Maine
$307K – – –
CWS
1298
Cypress Wealth Services
California
$307K +$10.9K +22 +4%
AWM
1299
Aviso Wealth Management
Washington
$306K +$27.4K +55 +10%
CA
1300
Claro Advisors
Massachusetts
$303K +$55.7K +112 +24%