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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
576
Lee, Danner & Bass
Tennessee
$760K – – –
TIM
577
Thornburg Investment Management
New Mexico
$759K – – –
TBT
578
Texas Bank & Trust
Texas
$759K +$832K +7,798 New
FB
579
Fulton Bank
Pennsylvania
$757K +$137K +1,281 +20%
CCM
580
Coldstream Capital Management
Washington
$756K -$19.5K -183 -2%
GRP
581
Global Retirement Partners
California
$751K +$90.5K +849 +12%
JFA
582
JNBA Financial Advisors
Minnesota
$749K -$2.67K -25 -0.3%
LSAG
583
Lake Street Advisors Group
New Hampshire
$744K -$1.01M -9,474 -55%
MG
584
Mather Group
Illinois
$738K +$5.44K +51 +0.7%
TCPW
585
Twin City Private Wealth
North Carolina
$738K +$42.7K +400 +6%
MA
586
Montag & Associates
Georgia
$737K – – –
CP
587
Covenant Partners
Tennessee
$734K -$7.04K -66 -0.9%
HC
588
Henshaw Capital
Massachusetts
$733K -$75.4K -707 -9%
AIM
589
Anchor Investment Management
South Carolina
$732K – – –
SCM
590
Shelton Capital Management
Colorado
$727K -$39.3K -369 -5%
HI
591
Harbour Investments
Wisconsin
$726K -$3.09K -29 -0.4%
FIM
592
Freedom Investment Management
Connecticut
$726K +$36.8K +345 +5%
AWE
593
Avidian Wealth Enterprises
Texas
$726K -$48.4K -454 -6%
KWM
594
Kingsview Wealth Management
Oregon
$725K -$23.9K -224 -3%
UB
595
UMB Bank
Missouri
$722K -$301K -2,823 -28%
OWG
596
Oxford Wealth Group
Florida
$721K +$19.6K +184 +3%
KFSC
597
Keystone Financial Services (Colorado)
Colorado
$718K +$25.3K +237 +3%
DWM
598
Diversify Wealth Management
Utah
$717K +$114K +1,072 +17%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K -$64.5K -605 -8%
RBC
600
Romano Brothers & Co
Illinois
$712K – – –
22 23
24
25 26