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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
GS
551
GTS Securities
Florida
$942K +$929K +8,190 New
SRC
552
Sage Rhino Capital
California
$939K +$36.2K +319 +4%
PP
553
PDS Planning
Ohio
$933K +$3.74K +33 +0.4%
Wolverine Trading
554
Wolverine Trading
Illinois
$926K +$909K +8,008 New
SMG
555
Smart Money Group
Texas
$925K +$61.4K +541 +7%
BFM
556
Boston Financial Management
Massachusetts
$925K -$137K -1,203 -13%
FSA
557
Fort Sheridan Advisors
Illinois
$923K -$15.4K -136 -2%
JWBC
558
J.W. Burns & Co
New York
$921K -$8.51K -75 -0.9%
WA
559
Waverly Advisors
Alabama
$919K -$60.9K -537 -6%
CAM
560
Cypress Asset Management
Texas
$915K +$17K +150 +2%
CCM
561
Coldstream Capital Management
Washington
$914K +$126K +1,109 +16%
AWE
562
Avidian Wealth Enterprises
Texas
$910K +$11.6K +102 +1%
SCM
563
Shelton Capital Management
Colorado
$902K -$3.97K -35 -0.4%
LDB
564
Lee, Danner & Bass
Tennessee
$898K -$2.84K -25 -0.3%
Allianz Asset Management
565
Allianz Asset Management
Germany
$897K
TIM
566
Thornburg Investment Management
New Mexico
$897K
BIAS
567
Beacon Investment Advisory Services
New Jersey
$890K -$35.4K -312 -4%
BWP
568
BSW Wealth Partners
Colorado
$889K +$72.3K +637 +9%
JFA
569
JNBA Financial Advisors
Minnesota
$889K -$82.7K -729 -9%
FAFN
570
First Affirmative Financial Network
Colorado
$887K +$217K +1,909 +33%
KWM
571
Kingsview Wealth Management
Oregon
$883K -$79.7K -702 -8%
CP
572
Covenant Partners
Tennessee
$875K +$7.49K +66 +0.9%
MA
573
Montag & Associates
Georgia
$871K
KP
574
Keel Point
Alabama
$868K -$21.3K -188 -2%
MG
575
Mather Group
Illinois
$867K -$347K -3,061 -29%