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Anthem Inc.
Anthem Inc.. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 21 Institutional holders with a total value of $54,249,190.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BRAUN STACEY ASSOCIATES INC 158,137 19,873,000 36.63%
2 VALLEY WEALTH MANAGERS, INC. 93,033 11,691,000 21.55%
3 FULTON BREAKEFIELD BROENNIMAN LLC 29,683 3,730,000 6.88%
4 Polaris Wealth Advisory Group, LLC 24,193 3,040,000 5.60%
5 STERLING INVESTMENT MANAGEMENT, LLC 22,974 2,887,000 5.32%
6 HUTCHENS INVESTMENT MANAGEMENT INC 101 2,826,000 5.21%
7 McNamara Financial Services, Inc. 101 2,826,000 5.21%
8 B. Riley Wealth Advisors, Inc. 2,132 2,679,000 4.94%
9 Palo Capital, Inc. 11,520 1,448,000 2.67%
10 Acropolis Investment Management, LLC 8,325 1,046,190 1.93%
11 SUMMIT SECURITIES GROUP LLC 4,300 540,000 1.00%
12 COMMUNITY TRUST & INVESTMENT CO 3,338 419,000 0.77%
13 BAR HARBOR WEALTH MANAGEMENT 2,897 364,000 0.67%
14 Godshalk Welsh Capital Management, Inc. 1,850 232,000 0.43%
15 BRIGHTON JONES LLC 1,642 206,000 0.38%
16 CenturyLink Investment Management Co 1,641 206,000 0.38%
17 SECURITY NATIONAL TRUST CO 1,015 128,000 0.24%
18 Gemmer Asset Management LLC 364 46,000 0.08%
19 SIMPLEX TRADING, LLC 299 38,000 0.07%
20 Glassman Wealth Services 100 13,000 0.02%
21 Kessler Investment Group, LLC 88 11,000 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.