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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
551
Essex Financial Services
Connecticut
$640K +$97.1K +1,079 +16%
GC
552
Guggenheim Capital
Illinois
$639K -$106K -1,179 -13%
TCWM
553
Total Clarity Wealth Management
Illinois
$639K
CBTWT
554
Community Bank & Trust (Waco, Texas)
Texas
$634K +$24.8K +276 +4%
AWP
555
Ascent Wealth Partners
New York
$634K +$176K +1,955 +34%
VFA
556
Valeo Financial Advisors
Indiana
$631K +$55.4K +616 +9%
CCFCSB
557
Cape Cod Five Cents Savings Bank
Massachusetts
$627K -$12.6K -140 -2%
NAM
558
NTV Asset Management
West Virginia
$625K +$50.2K +558 +8%
EI
559
Ellevest Inc
New York
$618K +$151K +1,680 +29%
WKWM
560
Walter & Keenan Wealth Management
Indiana
$611K
WC
561
Woodstock Corp
Massachusetts
$606K -$9.9K -110 -1%
MWM
562
Mission Wealth Management
California
$605K -$37K -411 -5%
BFO
563
Biltmore Family Office
North Carolina
$603K +$231K +2,572 +54%
CB
564
Community Bank
New York
$602K -$58.3K -648 -8%
BWP
565
BSW Wealth Partners
Colorado
$602K +$361K +4,010 +120%
LA
566
Latitude Advisors
Florida
$600K +$334K +3,715 +103%
KIA
567
KCM Investment Advisors
California
$596K -$7.11K -79 -1%
BOPW
568
Brandywine Oak Private Wealth
Pennsylvania
$593K +$54.4K +605 +9%
CG
569
Colony Group
Massachusetts
$591K -$101K -1,126 -13%
GI
570
Gradient Investments
Minnesota
$588K +$22.5K +250 +4%
TNB
571
Thomasville National Bank
Georgia
$586K -$146K -1,621 -18%
WA
572
Wealth Alliance
New York
$586K +$22.8K +253 +4%
AWC
573
Abundance Wealth Counselors
Pennsylvania
$586K +$48.5K +539 +8%
LJAC
574
L.J. Altfest & Co
New York
$584K +$44.3K +492 +7%
RIM
575
Redwood Investment Management
Arizona
$582K