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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1301
Carret Asset Management
New York
$209K – – –
TF
1302
Trek Financial
Arizona
$207K -$6.46K -14 -3%
BFM
1303
Boston Financial Management
Massachusetts
$206K +$214K +463 New
PFM
1304
Phillips Financial Management
Indiana
$206K +$4.15K +9 +2%
EW
1305
Evoke Wealth
California
$205K +$213K +462 New
FPCG
1306
Forum Private Client Group
Indiana
$205K -$461 -1 -0.2%
ILI
1307
Invesco LLC (Illinois)
Illinois
$204K +$212K +459 New
SA
1308
Scarborough Advisors
Maryland
$204K +$212K +459 New
MW
1309
Marcum Wealth
Ohio
$203K +$211K +458 New
AIA
1310
AIMZ Investment Advisors
California
$203K – – –
DIP
1311
DT Investment Partners
Pennsylvania
$202K – – –
SRC
1312
Sage Rhino Capital
California
$201K -$1.38K -3 -0.7%
TIA
1313
Trust Investment Advisors
Indiana
$201K – – –
CFO
1314
CVA Family Office
Colorado
$198K -$33.7K -73 -14%
BFEC
1315
Benjamin F. Edwards & Company
Missouri
$193K -$93.2K -202 -32%
CTA
1316
Colonial Trust Advisors
South Carolina
$191K -$461 -1 -0.2%
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$186K +$6K +13 +3%
WT
1318
Washington Trust
Rhode Island
$185K +$1.38K +3 +0.7%
C
1319
Covestor
United Kingdom
$181K -$9.23K -20 -5%
GFP
1320
Gryphon Financial Partners
Ohio
$178K -$235K -510 -56%
AT
1321
Avalon Trust
New Mexico
$178K – – –
AIC
1322
Archer Investment Corporation
Indiana
$171K -$13.4K -29 -7%
AWM
1323
Atticus Wealth Management
Florida
$171K -$55.8K -121 -24%
HFM
1324
Hartford Financial Management
Connecticut
$169K – – –
JSP
1325
Jackson Square Partners
California
$169K -$163K -354 -48%
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