We are live on ! Find out more
NVS icon

Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$715K -$82K -987 -11%
WP
552
WealthSource Partners
California
$715K +$21.8K +262 +3%
CCM
553
Chilton Capital Management
Texas
$714K -$34K -410 -5%
CCM
554
Covington Capital Management
California
$706K -$11.8K -142 -2%
MAM
555
Marotta Asset Management
Virginia
$705K +$14.1K +170 +2%
AIA
556
Armor Investment Advisors
North Carolina
$702K +$220K +2,653 +49%
1IA
557
1620 Investment Advisors
Massachusetts
$694K +$659K +7,932 New
AWP
558
Ascent Wealth Partners
New York
$693K +$15.3K +184 +2%
RCM
559
Radnor Capital Management
Pennsylvania
$691K -$135K -1,630 -17%
FTDI
560
First Trust Direct Indexing
Massachusetts
$689K -$8.47K -102 -1%
VFA
561
Valeo Financial Advisors
Indiana
$689K +$13.8K +166 +2%
PWPS
562
Pinnacle Wealth Planning Services
Ohio
$687K -$106K -1,282 -14%
FNB
563
Farmers National Bank
Kentucky
$678K -$108K -1,300 -14%
KWM
564
Kingsview Wealth Management
Oregon
$677K -$27.5K -331 -4%
SFA
565
Sequoia Financial Advisors
Ohio
$676K +$406K +4,894 +173%
SPC
566
Sigma Planning Corp
Michigan
$669K -$343K -4,132 -35%
OC
567
Oarsman Capital
Wisconsin
$659K -$66K -795 -10%
MWM
568
Mission Wealth Management
California
$658K +$10.6K +128 +2%
WKWM
569
Walter & Keenan Wealth Management
Indiana
$654K – – –
HCM
570
Hall Capital Management
Rhode Island
$650K -$206K -2,485 -25%
VA
571
Valmark Advisers
Ohio
$650K -$40.6K -489 -6%
SDIC
572
South Dakota Investment Council
South Dakota
$649K +$616K +7,422 New
BFO
573
Biltmore Family Office
North Carolina
$645K – – –
EI
574
Ellevest Inc
New York
$640K -$19.9K -240 -3%
WC
575
Woodstock Corp
Massachusetts
$637K -$10.4K -125 -2%
21 22
23
24 25