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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
601
Means Investment Company
Maine
$711K -$21.3K -200 -3%
RA
602
Ruggaard & Associates
Ohio
$709K -$14.4K -135 -2%
HFM
603
Hartford Funds Management
Pennsylvania
$705K +$67.5K +633 +10%
CAM
604
Cypress Asset Management
Texas
$704K -$93.2K -874 -11%
APIM
605
Agate Pass Investment Management
Washington
$702K +$769K +7,215 New
SAI
606
Savvy Advisors Inc
New York
$701K +$768K +7,201 New
LWA
607
Lantern Wealth Advisors
New York
$701K – – –
BIAS
608
Beacon Investment Advisory Services
New Jersey
$700K -$57.3K -537 -7%
BI
609
Bradyco Inc
Massachusetts
$700K +$767K +7,191 New
BWP
610
BSW Wealth Partners
Colorado
$698K -$59.5K -558 -7%
SCA
611
St. Clair Advisors
Ohio
$690K – – –
BAM
612
Belpointe Asset Management
Nevada
$690K +$148K +1,387 +32%
BTI
613
Blue Trust Inc
Georgia
$689K -$431K -4,046 -36%
AWM
614
Axxcess Wealth Management
California
$689K +$455K +4,267 +152%
CTC
615
Central Trust Company
Missouri
$688K +$533 +5 +0.1%
NWAG
616
Net Worth Advisory Group
Utah
$686K -$10.6K -99 -1%
EFS
617
Essex Financial Services
Connecticut
$685K +$1.81K +17 +0.2%
MAM
618
Marotta Asset Management
Virginia
$680K -$28.5K -267 -4%
GIA
619
Gladstone Institutional Advisory
Florida
$679K -$20.3K -190 -3%
OIA
620
OneDigital Investment Advisors
Kansas
$678K -$339K -3,177 -31%
GM
621
GeoWealth Management
Illinois
$673K +$491K +4,606 +199%
MA
622
Mezzasalma Advisors
New Jersey
$672K +$177K +1,657 +32%
BDS
623
Banco de Sabadell
Florida
$670K -$28.2K -264 -4%
HTHT
624
Hemenway Trust Hemenway Trust
New Hampshire
$667K -$462K -4,335 -39%
DWA
625
Douglass Winthrop Advisors
New York
$667K -$16.7K -157 -2%
23 24
25
26 27