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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
551
Cyndeo Wealth Partners
Florida
$689K +$640K +7,594 New
FOA
552
Five Oceans Advisors
California
$688K – – –
TCWM
553
Total Clarity Wealth Management
Illinois
$687K +$84 +1 +0%
JCM
554
Jacobi Capital Management
Pennsylvania
$687K +$10.9K +129 +2%
DWM
555
Dakota Wealth Management
Florida
$683K -$10.9K -130 -2%
CTC
556
Central Trust Company
Missouri
$676K +$6.4K +76 +1%
IWA
557
Intercontinental Wealth Advisors
Texas
$675K -$5.39K -64 -0.9%
VA
558
Valmark Advisers
Ohio
$674K -$1.35K -16 -0.2%
EFS
559
Essex Financial Services
Connecticut
$671K +$84 +1 +0%
PA
560
Parallel Advisors
California
$666K -$5.31K -63 -0.9%
MSAM
561
Moloney Securities Asset Management
Missouri
$661K +$126K +1,500 +26%
HH
562
Hilltop Holdings
Texas
$660K +$3.96K +47 +0.7%
AG
563
Ascent Group
Virginia
$658K +$4.04K +48 +0.7%
CSPAM
564
Cary Street Partners Asset Management
Virginia
$658K -$8.76K -104 -1%
TF
565
TIAA FSB
Florida
$656K -$45.1K -536 -7%
GWA
566
GGM Wealth Advisors
Maryland
$648K – – –
FFP
567
FourThought Financial Partners
Florida
$644K +$598K +7,096 New
ARG
568
Advisory Resource Group
Oklahoma
$643K +$294K +3,496 +97%
HI
569
Harbour Investments
Wisconsin
$641K +$355K +4,216 +148%
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$637K -$23K -273 -4%
JDR
571
Jay D. Rosenbaum
$634K -$79.5K -944 -12%
FB
572
Fulton Bank
Pennsylvania
$634K -$30.3K -360 -5%
FNB
573
Farmers National Bank
Kentucky
$629K -$16.8K -200 -3%
DWA
574
Douglass Winthrop Advisors
New York
$629K -$67.4K -800 -10%
RCM
575
Radnor Capital Management
Pennsylvania
$623K -$43.8K -520 -7%
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