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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
626
GC Wealth Management RIA
Massachusetts
$995K +$199K +1,327 +26%
TPI
627
Trust Point Inc
Wisconsin
$994K +$34.8K +232 +4%
LDB
628
Lee, Danner & Bass
Tennessee
$994K
MIC
629
Means Investment Company
Maine
$992K -$18.7K -125 -2%
PTC
630
Private Trust Company
Ohio
$991K -$10.5K -70 -1%
JFA
631
JNBA Financial Advisors
Minnesota
$984K +$4.8K +32 +0.5%
SFG
632
SNS Financial Group
Minnesota
$984K +$941K +6,278 New
AFCM
633
Applied Finance Capital Management
Puerto Rico
$981K -$137K -911 -13%
MAM
634
Marotta Asset Management
Virginia
$979K -$21K -140 -2%
M
635
MOTCO
Texas
$977K +$13.2K +88 +1%
KP
636
Keel Point
Alabama
$976K +$32.1K +214 +4%
IAS
637
Insigneo Advisory Services
Florida
$974K +$18.6K +124 +2%
DJSG
638
D.J. St. Germain
Massachusetts
$968K -$32.2K -215 -3%
SI
639
Seeds Investor
New York
$968K -$49.3K -329 -5%
NSAM
640
North Star Asset Management
Wisconsin
$965K -$9.44K -63 -1%
1WM
641
1900 Wealth Management
Texas
$964K
SCP
642
Sivia Capital Partners
California
$964K -$386K -2,575 -30%
MWP
643
Meriwether Wealth & Planning
Louisiana
$961K +$9.14K +61 +1%
MWM
644
Modera Wealth Management
New Jersey
$956K +$176K +1,177 +24%
Credit Agricole
645
Credit Agricole
France
$954K +$67.9K +453 +8%
SC
646
Schulhoff & Co
Ohio
$949K +$450 +3 +0%
HWMO
647
Heritage Wealth Management (Ohio)
Ohio
$948K
AWM
648
Aberdeen Wealth Management
Illinois
$947K +$906K +6,045 New
RCA
649
Resonant Capital Advisors
Wisconsin
$941K -$23.5K -157 -3%
SW
650
Simplicity Wealth
New Jersey
$938K +$81.6K +544 +10%