We are live on ! Find out more
NVS icon

Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
651
Arete Wealth Advisors
Illinois
$616K +$581K +5,788 New
PM
652
Penbrook Management
New York
$613K – – –
CFO
653
CVA Family Office
Colorado
$609K -$17K -169 -3%
OBGC
654
O'Brien Greene & Co
Pennsylvania
$607K +$12.4K +124 +2%
HWM
655
HB Wealth Management
Georgia
$606K – – –
AWM
656
Allen Wealth Management
North Carolina
$606K +$21.5K +214 +4%
IP
657
Ignite Planners
California
$604K +$25.7K +256 +5%
CFP
658
Cascade Financial Partners
California
$600K – – –
EGA
659
E&G Advisors
Texas
$600K -$5.62K -56 -1%
CF
660
Centaurus Financial
California
$599K +$99.9K +995 +21%
BWM
661
BKM Wealth Management
Wisconsin
$599K +$32.9K +328 +6%
VWM
662
Venturi Wealth Management
Texas
$598K +$4.32K +43 +0.8%
SCP
663
Sivia Capital Partners
California
$593K +$22.8K +227 +4%
TWC
664
TD Waterhouse Canada
Ontario, Canada
$593K -$41.5K -413 -7%
CB
665
Cadence Bank
Mississippi
$591K -$13.3K -132 -2%
STA
666
Summit Trail Advisors
New York
$591K +$96K +956 +21%
SPC
667
Sigma Planning Corp
Michigan
$587K -$39.1K -390 -7%
PCA
668
Prosperity Capital Advisors
Ohio
$586K -$270K -2,689 -33%
DJSG
669
D.J. St. Germain
Massachusetts
$585K – – –
BAM
670
Belpointe Asset Management
Nevada
$583K +$549K +5,472 New
PAMG
671
Patton Albertson Miller Group
Tennessee
$582K -$21.6K -215 -4%
SC
672
Savant Capital
Illinois
$582K +$5.62K +56 +1%
MLA
673
MB, Levis & Associates
Pennsylvania
$576K – – –
BJL
674
Brighton Jones LLC
Washington
$575K +$49.7K +495 +10%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$575K -$11.2K -112 -2%
25 26
27
28 29