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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
651
Penbrook Management
New York
$557K – – –
HFM
652
Hartford Funds Management
Pennsylvania
$553K +$68.9K +672 +13%
HWM
653
HB Wealth Management
Georgia
$551K +$135K +1,317 +30%
EGA
654
E&G Advisors
Texas
$551K -$6.15K -60 -1%
CB
655
Cadence Bank
Mississippi
$550K -$31.8K -310 -5%
PAMG
656
Patton Albertson Miller Group
Tennessee
$550K -$8.51K -83 -1%
NP
657
Nilsine Partners
Colorado
$549K -$23.2K -226 -4%
GL
658
Graypoint LLC
New York
$548K -$4.2K -41 -0.7%
AWM
659
AE Wealth Management
Kansas
$548K -$1.61M -15,681 -73%
VWM
660
Venturi Wealth Management
Texas
$540K -$1.33K -13 -0.2%
OBGC
661
O'Brien Greene & Co
Pennsylvania
$539K – – –
FOA
662
Five Oceans Advisors
California
$536K – – –
RFG
663
Range Financial Group
Oregon
$534K +$566K +5,523 New
PWPS
664
Pinnacle Wealth Planning Services
Ohio
$533K +$15.1K +147 +3%
CSPAM
665
Cary Street Partners Asset Management
Virginia
$533K – – –
DJSG
666
D.J. St. Germain
Massachusetts
$531K – – –
FAT
667
First American Trust
California
$531K +$20.7K +202 +4%
1WM
668
1900 Wealth Management
Texas
$530K -$157K -1,535 -22%
AWM
669
Allen Wealth Management
North Carolina
$530K -$1.03M -10,047 -65%
CFP
670
Cascade Financial Partners
California
$527K +$578K +5,638 New
MLA
671
MB, Levis & Associates
Pennsylvania
$523K – – –
BTWM
672
Baker Tilly Wealth Management
Wisconsin
$523K -$8.3K -81 -1%
SC
673
Savant Capital
Illinois
$523K -$215K -2,096 -28%
PCS
674
Personal CFO Solutions
New Jersey
$519K +$28.4K +277 +5%
SCP
675
Sivia Capital Partners
California
$517K +$5.74K +56 +1%
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