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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
651
Ategra Capital Management
Virginia
$473K +$14K +157 +3%
MMPW
652
Mitchell McLeod Pugh & Williams
Alabama
$469K
VBCG
653
Valley Brook Capital Group
Pennsylvania
$469K
BL
654
Balentine LLC
Georgia
$469K +$36.9K +414 +9%
MWM
655
Mattern Wealth Management
Kansas
$467K -$67.6K -759 -13%
NP
656
NorthRock Partners
Minnesota
$466K +$19.8K +222 +5%
NNP
657
Nachman Norwood & Parrott
South Carolina
$465K -$38.2K -429 -8%
PIM
658
Penobscot Investment Management
Massachusetts
$463K -$245K -2,750 -35%
AWA
659
Aaron Wealth Advisors
Illinois
$461K +$86.7K +974 +24%
IFWM
660
Institute for Wealth Management
Colorado
$460K -$5.43K -61 -1%
AWE
661
Avidian Wealth Enterprises
Texas
$459K -$11.5K -129 -3%
AIM
662
Alhambra Investment Management
Florida
$459K
YIA
663
YHB Investment Advisors
Connecticut
$457K
PCA
664
Pallas Capital Advisors
Massachusetts
$455K +$57.9K +650 +15%
ODCM
665
Old Dominion Capital Management
Virginia
$453K +$15.9K +178 +4%
JWS
666
Juncture Wealth Strategies
Arizona
$452K -$26.7K -300 -6%
DAS
667
Dynamic Advisor Solutions
Arizona
$452K +$3.38K +38 +0.8%
AssetMark Inc
668
AssetMark Inc
California
$452K +$4.01K +45 +0.9%
DWM
669
Dakota Wealth Management
Florida
$451K +$29.6K +332 +7%
IWP
670
Icon Wealth Partners
Texas
$450K +$19.9K +224 +5%
H
671
HoyleCohen
California
$449K -$1.34K -15 -0.3%
CCG
672
Cypress Capital Group
Florida
$448K
JA
673
JVL Associates
Michigan
$447K
PIMG
674
Patriot Investment Management Group
Tennessee
$447K +$1.78K +20 +0.4%
RFO
675
RiverGlades Family Offices
Florida
$445K