ELEVANCE HEALTH INC FORMERLY
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Graves Light Lenhart Wealth, Inc. | 2,902 | 6,505 | +3,603 | 0.09 | 0.23 | +0.15 | buy |
| MARATHON CAPITAL MANAGEMENT | 1,190 | 1,397 | +207 | 0.08 | 0.11 | +0.03 | buy |
| GREENLEAF TRUST | 4,832 | 4,989 | +157 | 0.01 | 0.02 | +0.00 | buy |
| Uncommon Cents Investing LLC | 5,865 | 5,920 | +55 | 0.40 | 0.50 | +0.10 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 790 | 815 | +25 | 0.06 | 0.06 | +0.00 | buy |
| Balefire, LLC | 1,558 | 1,580 | +22 | 0.09 | 0.10 | +0.01 | buy |
| Sound Income Strategies, LLC | 846 | 842 | -4 | 0.01 | 0.01 | +0.00 | sell |
| HHM Wealth Advisors, LLC | 68 | 31 | -37 | 0.00 | 0.00 | -0.00 | sell |
| Independence Bank of Kentucky | 1,038 | 959 | -79 | 0.04 | 0.04 | +0.00 | sell |
| Aspire Private Capital, LLC | 1,070 | 967 | -103 | 0.07 | 0.08 | +0.01 | sell |
| Kozak & Associates, Inc. | 213 | 64 | -149 | 0.01 | 0.00 | -0.01 | sell |
| Castleview Partners, LLC | 5,056 | 4,703 | -353 | 0.76 | 0.80 | +0.04 | sell |
| Maj Invest Holding A/S | 260,170 | 229,987 | -30,183 | 3.35 | 4.04 | +0.69 | sell |