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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
576
Independent Solutions Wealth Management
New York
$720K +$378K +3,725 +111%
GL
577
Graypoint LLC
New York
$716K -$25.9K -255 -4%
GWA
578
GGM Wealth Advisors
Maryland
$716K
HI
579
Harbour Investments
Wisconsin
$714K -$18.9K -186 -3%
ARG
580
Advisory Resource Group
Oklahoma
$708K +$21.5K +212 +3%
RWP
581
RWA Wealth Partners
Massachusetts
$708K
DWA
582
Douglass Winthrop Advisors
New York
$707K
BWP
583
BSW Wealth Partners
Colorado
$704K -$12.3K -121 -2%
SI
584
Stephens Inc
Arkansas
$704K -$39.9K -393 -5%
VFA
585
Valeo Financial Advisors
Indiana
$697K -$53.3K -525 -7%
JCM
586
Jacobi Capital Management
Pennsylvania
$695K
OFG
587
OmniStar Financial Group
North Carolina
$681K -$12.2K -120 -2%
JWCA
588
J.W. Cole Advisors
Florida
$679K +$8.83K +87 +1%
BTWM
589
Baker Tilly Wealth Management
Wisconsin
$677K -$1.29M -12,732 -66%
SWS
590
SYSTM Wealth Solutions
Illinois
$676K -$331K -3,262 -33%
EFS
591
Essex Financial Services
Connecticut
$670K -$17.8K -175 -3%
IP
592
Ignite Planners
California
$666K +$703K +6,929 New
NAM
593
NTV Asset Management
West Virginia
$659K -$2.23K -22 -0.3%
SFO
594
Stokes Family Office
Louisiana
$657K +$149K +1,464 +29%
RFC
595
Regions Financial Corp
Alabama
$657K +$78.7K +775 +14%
BCP
596
Berkeley Capital Partners
Georgia
$656K -$26.3K -259 -4%
MAA
597
Mraz Amerine & Associates
California
$655K
Lazard Asset Management
598
Lazard Asset Management
New York
$653K -$81.2K -800 -11%
EGA
599
E&G Advisors
Texas
$652K
JWM
600
Jeppson Wealth Management
California
$650K -$10.2K -100 -2%