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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
651
Canal Capital Management
Virginia
$451K – – –
FAT
652
First American Trust
California
$449K – – –
SMG
653
Smart Money Group
Texas
$445K +$15.5K +177 +4%
DWM
654
Drive Wealth Management
Utah
$445K -$39.1K -448 -8%
ST
655
Smithfield Trust
Pennsylvania
$444K – – –
LG
656
Leuthold Group
Minnesota
$444K -$24.1K -276 -5%
WB
657
WesBanco Bank
West Virginia
$439K -$19.7K -226 -5%
LC
658
Lindbrook Capital
California
$438K -$72K -825 -15%
PL
659
Plancorp LLC
Missouri
$438K +$349 +4 +0.1%
HWM
660
HB Wealth Management
Georgia
$432K +$56.8K +650 +16%
CC
661
Cannell & Co
New York
$431K -$9.17K -105 -2%
LG
662
LaFleur & Godfrey
Michigan
$430K -$26.2K -300 -6%
FFA
663
First Foundation Advisors
California
$428K -$23.1K -264 -5%
PFPT
664
Pinnacle Financial Partners (Tennessee)
Tennessee
$427K +$99.8K +1,143 +33%
MSA
665
Marino Stram & Associates
Massachusetts
$427K +$2.71K +31 +0.7%
LWM
666
Liberty Wealth Management
California
$426K +$417K +4,780 New
CB
667
Community Bank
New York
$426K -$35.4K -405 -8%
TFA
668
Tranquilli Financial Advisor
New Jersey
$425K +$28.8K +330 +8%
BB
669
Busey Bank
Illinois
$424K -$1.57K -18 -0.4%
CA
670
Cullinan Associates
Kentucky
$423K -$113K -1,296 -22%
FMWA
671
Forvis Mazars Wealth Advisors
Missouri
$421K -$53K -607 -12%
FHC
672
First Heartland Consultants
Missouri
$420K +$1.14K +13 +0.3%
IAA
673
Independent Advisor Alliance
North Carolina
$414K +$393K +4,500 New
IFWM
674
Institute for Wealth Management
Colorado
$414K -$14.1K -161 -3%
CF
675
Centaurus Financial
California
$412K +$118K +1,355 +43%
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