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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
NWP
576
Northstar Wealth Partners
Connecticut
$828K +$5.83K +65 +0.7%
GAM
577
Grandview Asset Management
Pennsylvania
$826K -$52.4K -584 -6%
KFC
578
Klingenstein Fields & Co
New York
$824K -$5.03K -56 -0.6%
HCMT
579
Highland Capital Management (Tennessee)
Tennessee
$824K +$781K +8,700 New
CWM
580
Cordatus Wealth Management
Pennsylvania
$822K +$106K +1,186 +16%
AssetMark Inc
581
AssetMark Inc
California
$818K -$84.7K -944 -10%
ACM
582
Argyle Capital Management
Pennsylvania
$817K
CPA
583
Clear Perspective Advisors
Illinois
$805K -$17.9K -200 -2%
BB
584
Busey Bank
Illinois
$798K +$130K +1,450 +21%
PVWM
585
Point View Wealth Management
New Jersey
$795K -$6.01K -67 -0.8%
LF
586
Lantz Financial
Illinois
$791K -$48.9K -545 -6%
V
587
Veritable
Delaware
$789K -$6.46K -72 -0.9%
EMB
588
Elefante Mark B
$783K -$17.5K -195 -2%
EFS
589
Essex Financial Services
Connecticut
$782K -$7K -78 -0.9%
FIM
590
Freedom Investment Management
Connecticut
$779K -$90.2K -1,005 -11%
AWM
591
Aevitas Wealth Management
Massachusetts
$778K
LSAG
592
Lake Street Advisors Group
New Hampshire
$778K +$39.6K +441 +6%
CT
593
Caldwell Trust
Florida
$778K +$737K +8,215 New
AAM
594
AR Asset Management
California
$772K
MSFP
595
Mark Sheptoff Financial Planning
Connecticut
$766K -$16.2K -180 -2%
SC
596
Schulhoff & Co
Ohio
$764K
PT
597
Plimoth Trust
Massachusetts
$761K -$80.1K -893 -10%
AWA
598
Arete Wealth Advisors
Illinois
$752K -$24.9K -277 -3%
NFC
599
Northeast Financial Consultants
Connecticut
$748K -$14K -156 -2%
EWA
600
EP Wealth Advisors
California
$734K -$17.1K -191 -2%