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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
GAMMA Investing
California
$978K +$176K +1,562 +24%
VNA
552
Valley National Advisers
Pennsylvania
$972K -$91.2K -809 -9%
FSA
553
Fort Sheridan Advisors
Illinois
$971K – – –
KGC
554
Kennon-Green & Company
Ohio
$966K -$30.4K -270 -3%
SCP
555
Sivia Capital Partners
California
$963K +$291K +2,581 +48%
FOA
556
Five Oceans Advisors
California
$957K +$63.7K +565 +8%
CT
557
Chicago Trust
Illinois
$952K +$324K +2,877 +58%
MG
558
Mather Group
Illinois
$945K -$11.3K -100 -1%
AWE
559
Avidian Wealth Enterprises
Texas
$938K +$10.1K +90 +1%
KP
560
Keel Point
Alabama
$937K +$98.3K +872 +13%
FIA
561
Foundations Investment Advisors
Arizona
$936K -$31.3K -278 -3%
AC
562
AlphaCore Capital
California
$935K +$341K +3,029 +64%
VCM
563
Versant Capital Management
Arizona
$933K +$23.2K +206 +3%
HFM
564
Hartford Funds Management
Pennsylvania
$928K +$30.1K +267 +4%
RLH
565
RD Lewis Holdings
Florida
$926K +$10.1K +90 +1%
EFS
566
Essex Financial Services
Connecticut
$917K +$42K +373 +5%
BSB
567
Bangor Savings Bank
Maine
$917K +$22.2K +197 +3%
MA
568
Montag & Associates
Georgia
$917K – – –
KFSC
569
Keystone Financial Services (Colorado)
Colorado
$916K +$8.68K +77 +1%
ATPW
570
Ashton Thomas Private Wealth
Arizona
$915K +$517K +4,588 +154%
CP
571
Covenant Partners
Tennessee
$913K – – –
AFCM
572
Applied Finance Capital Management
Puerto Rico
$908K -$106K -943 -11%
JCM
573
Jacobi Capital Management
Pennsylvania
$907K +$45.5K +404 +6%
TI
574
TrueMark Investments
Illinois
$898K +$130K +1,150 +18%
KWM
575
Kingsview Wealth Management
Oregon
$898K +$16.9K +150 +2%
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