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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
651
NTV Asset Management
West Virginia
$605K
AWM
652
AE Wealth Management
Kansas
$605K +$13.4K +126 +2%
SC
653
Schulhoff & Co
Ohio
$604K
TI
654
Tidal Investments
Wisconsin
$601K +$52.5K +492 +9%
DJSG
655
D.J. St. Germain
Massachusetts
$601K +$72.4K +679 +12%
BJL
656
Brighton Jones LLC
Washington
$599K +$284K +2,666 +76%
1832 Asset Management
657
1832 Asset Management
Ontario, Canada
$598K -$22.6K -212 -3%
HWMO
658
Heritage Wealth Management (Ohio)
Ohio
$597K
CB
659
CNB Bank
Pennsylvania
$596K -$104K -973 -14%
HFO
660
Heritage Family Offices
Arizona
$594K +$11.9K +112 +2%
PSP
661
Principal Street Partners
Tennessee
$592K +$107 +1 +0%
VH
662
Visionary Horizons
Tennessee
$592K -$19.2K -180 -3%
JWM
663
Jeppson Wealth Management
California
$591K -$29.3K -275 -4%
IC
664
Iconiq Capital
California
$591K +$215K +2,020 +50%
MMPW
665
Mitchell McLeod Pugh & Williams
Alabama
$586K +$4.27K +40 +0.7%
RFC
666
Regions Financial Corp
Alabama
$585K +$11.2K +105 +2%
ATIA
667
American Trust Investment Advisors
New Hampshire
$581K +$85.3K +800 +15%
B
668
Bailard
California
$580K +$30.2K +283 +5%
HCM
669
Hutner Capital Management
Vermont
$574K +$354K +3,324 +129%
CFP
670
Cascade Financial Partners
California
$572K -$5.33K -50 -0.8%
CCM
671
Causeway Capital Management
California
$571K -$162K -1,516 -21%
1WM
672
1900 Wealth Management
Texas
$567K
STA
673
Summit Trail Advisors
New York
$562K +$64.3K +603 +12%
MWM
674
Modera Wealth Management
New Jersey
$562K +$36.4K +341 +6%
PM
675
Penbrook Management
New York
$561K