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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Compass Wealth Management
Connecticut
$1.58M -$85.2K -800 -5%
LWL
402
Leo Wealth LLC
Texas
$1.58M +$245K +2,297 +19%
RGC
403
Roberts, Glore & Co
Illinois
$1.58M – – –
AG
404
Ascent Group
Virginia
$1.56M +$764K +7,176 +105%
SCM
405
Stonebridge Capital Management
California
$1.56M -$69.2K -650 -4%
IC
406
IEQ Capital
California
$1.55M +$216K +2,026 +17%
PCM
407
Parsons Capital Management
Rhode Island
$1.55M +$13K +122 +0.9%
PNC
408
Park National Corp
Ohio
$1.54M -$100K -943 -6%
AWC
409
Abundance Wealth Counselors
Pennsylvania
$1.53M +$94.4K +887 +7%
BGC
410
Beutel, Goodman & Co
Ontario, Canada
$1.53M +$1.18M +11,045 +413%
GC
411
Guggenheim Capital
Illinois
$1.53M +$122K +1,147 +9%
FNBT
412
FineMark National Bank & Trust
Florida
$1.52M -$22.5K -211 -2%
WA
413
Waverly Advisors
Alabama
$1.52M +$358K +3,362 +33%
LFA
414
Legacy Financial Advisors
Kentucky
$1.51M -$22.6K -212 -2%
AIA
415
AIMZ Investment Advisors
California
$1.49M +$6.81K +64 +0.5%
DM
416
Delphi Management
Massachusetts
$1.48M -$108K -1,010 -7%
S4W
417
Solutions 4 Wealth
Texas
$1.47M -$64.1K -602 -4%
SC
418
Sepio Capital
Utah
$1.47M -$52.1K -489 -4%
SGI
419
Summit Global Investments
Utah
$1.46M -$2.45M -23,033 -64%
SIA
420
Schechter Investment Advisors
Michigan
$1.46M -$144K -1,355 -9%
BFO
421
Boston Family Office
Massachusetts
$1.44M – – –
IA
422
IFG Advisory
Georgia
$1.43M +$1.11M +10,430 +428%
KCM
423
Kennedy Capital Management
Missouri
$1.43M -$319K -2,995 -19%
PFS
424
Physicians Financial Services
North Carolina
$1.43M -$24.9K -234 -2%
PA
425
Parallel Advisors
California
$1.43M -$169K -1,586 -11%
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