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Elevance Health
ELV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Aviso Wealth Management
Washington
$240K -$55.6K -104 -18%
WP
1402
WMS Partners
Maryland
$239K -$135K -252 -35%
ILI
1403
Invesco LLC (Illinois)
Illinois
$239K – – –
MCM
1404
Monument Capital Management
Virginia
$238K -$35.3K -66 -13%
LWCFA
1405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K +$534 +1 +0.2%
SIG
1406
Stonegate Investment Group
Alabama
$237K +$244K +456 New
DCM
1407
Driehaus Capital Management
Illinois
$237K +$243K +455 New
ESB
1408
Essex Savings Bank
Connecticut
$236K – – –
GFS
1409
GYL Financial Synergies
Connecticut
$236K +$243K +454 New
TF
1410
Tudor Financial
Ohio
$235K +$241K +451 New
OL
1411
Optas LLC
Texas
$234K +$23K +43 +11%
DMBA
1412
Deseret Mutual Benefit Administrators
Utah
$233K +$9.08K +17 +4%
APW
1413
Aurora Private Wealth
New Jersey
$231K – – –
IC
1414
Iconiq Capital
California
$231K +$237K +444 New
UF
1415
Univest Financial
Pennsylvania
$230K +$237K +443 New
EBT
1416
Enterprise Bank & Trust
Massachusetts
$230K – – –
GAM
1417
Gemmer Asset Management
California
$230K – – –
HFS
1418
Heritage Financial Services
Massachusetts
$230K – – –
WC
1419
Weil Company
California
$230K – – –
MGWM
1420
Marks Group Wealth Management
Minnesota
$229K -$534 -1 -0.2%
FWM
1421
Fairhaven Wealth Management
Illinois
$229K – – –
WC
1422
Woodstock Corp
Massachusetts
$229K -$8.55K -16 -4%
RAM
1423
Roanoke Asset Management
New Jersey
$228K +$234K +438 New
AIM
1424
Avity Investment Management
Connecticut
$226K – – –
FC
1425
Financial Council
Maryland
$226K – – –
55 56
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58 59