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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
626
Stephens Inc
Arkansas
$890K +$51.7K +395 +7%
JIC
627
Joel Isaacson & Co
New York
$888K +$103K +785 +14%
FPAS
628
Focus Partners Advisor Solutions
Missouri
$885K -$62.7K -479 -7%
NRS
629
Neville Rodie & Shaw
New York
$884K – – –
SC
630
Sykon Capital
New York
$883K – – –
DJSG
631
D.J. St. Germain
Massachusetts
$881K +$26.2K +200 +3%
MA
632
Mezzasalma Advisors
New Jersey
$881K +$42.6K +325 +5%
GCM
633
Gallacher Capital Management
Colorado
$879K – – –
AWM
634
Avior Wealth Management
Nebraska
$878K +$1.05K +8 +0.1%
CF
635
Centaurus Financial
California
$872K -$118K -901 -12%
JF
636
JMN Financial
Ohio
$872K +$828K +6,323 New
MAA
637
Mraz Amerine & Associates
California
$868K – – –
PTC
638
Private Trust Company
Ohio
$867K +$27K +206 +3%
WANY
639
Wealthspire Advisors (New York)
New York
$862K +$356K +2,721 +77%
NSAM
640
North Star Asset Management
Wisconsin
$858K +$22.1K +169 +3%
M
641
MOTCO
Texas
$857K -$22.1K -169 -3%
AWM
642
Ariadne Wealth Management
California
$857K -$48.6K -371 -7%
AIP
643
Arrowpoint Investment Partners
Singapore
$855K +$812K +6,200 New
IRP
644
Investment Research Partners
Pennsylvania
$854K +$9.95K +76 +1%
SC
645
Schulhoff & Co
Ohio
$834K -$917 -7 -0.1%
HWMO
646
Heritage Wealth Management (Ohio)
Ohio
$833K – – –
JWM
647
Jeppson Wealth Management
California
$832K – – –
PBK
648
Peoples Bank (Kansas)
Kansas
$831K -$30.1K -230 -4%
KIG
649
Kennedy Investment Group
New Jersey
$824K – – –
SI
650
Seeds Investor
New York
$823K +$55.4K +423 +8%
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