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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Capital Investment Advisors
Georgia
$427K -$36.7K -443 -7%
FSA
627
Fort Sheridan Advisors
Illinois
$427K -$2.07K -25 -0.4%
AWM
628
Apollon Wealth Management
South Carolina
$424K +$136K +1,638 +42%
CB
629
Cadence Bank
Mississippi
$424K +$462K +5,568 New
CG
630
CFO4Life Group
Texas
$422K +$6.88K +83 +2%
FMWA
631
Forvis Mazars Wealth Advisors
Missouri
$419K -$37.1K -447 -7%
SAM
632
Security Asset Management
New York
$415K – – –
WC
633
Woodstock Corp
Massachusetts
$414K – – –
HIMCH
634
Hartford Investment Management Co (HIMCO)
Connecticut
$408K -$49.5K -597 -10%
BCM
635
Beddow Capital Management
Wyoming
$408K -$20.7K -250 -4%
IWA
636
Icon Wealth Advisors
Texas
$408K +$445K +5,367 New
FIA
637
FNY Investment Advisers
New York
$408K +$446K +5,380 New
EGM
638
Engineers Gate Manager
New York
$405K -$354K -4,272 -45%
MHS
639
M Holdings Securities
Oregon
$405K – – –
PWP
640
Principle Wealth Partners
Connecticut
$405K – – –
CCFCSB
641
Cape Cod Five Cents Savings Bank
Massachusetts
$404K -$16.6K -200 -4%
SIC
642
Salem Investment Counselors
North Carolina
$403K -$7.05K -85 -2%
ACP
643
Aveo Capital Partners
Colorado
$400K +$14.1K +170 +3%
DTC
644
Davidson Trust Company
Washington
$398K -$31.8K -384 -7%
CA
645
Claro Advisors
Massachusetts
$397K – – –
CWP
646
Curated Wealth Partners
California
$396K -$83.2K -1,004 -16%
FFA
647
First Foundation Advisors
California
$395K -$91.8K -1,108 -18%
LG
648
Leuthold Group
Minnesota
$394K – – –
CB
649
Community Bank
New York
$394K +$12.8K +155 +3%
CT
650
Caldwell Trust
Florida
$393K -$83 -1 -0%
24 25
26
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