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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
651
Radnor Capital Management
Pennsylvania
$734K – – –
MIP
652
Mondrian Investment Partners
United Kingdom
$734K +$698K +5,724 New
BDS
653
Banco de Sabadell
Florida
$732K -$148K -1,216 -18%
CG
654
CFO4Life Group
Texas
$731K +$17.8K +146 +3%
DT
655
Diversified Trust
Tennessee
$729K +$57.2K +469 +9%
UB
656
UMB Bank
Missouri
$726K -$31K -254 -4%
DDC
657
DF Dent & Co
Maryland
$726K +$264K +2,163 +62%
JIC
658
Joel Isaacson & Co
New York
$725K – – –
XT
659
XTX Topco
Cayman Islands
$722K -$438K -3,586 -39%
RCAG
660
Rehmann Capital Advisory Group
Michigan
$720K +$11.7K +96 +2%
PM
661
Penbrook Management
New York
$719K – – –
MMPW
662
Mitchell McLeod Pugh & Williams
Alabama
$715K -$27.5K -225 -4%
SI
663
Seeds Investor
New York
$711K +$14.6K +120 +2%
CFO
664
CVA Family Office
Colorado
$711K – – –
ECM
665
ExodusPoint Capital Management
New York
$705K +$671K +5,501 New
TPI
666
Trust Point Inc
Wisconsin
$705K – – –
CWM
667
Cordatus Wealth Management
Pennsylvania
$704K +$1.71K +14 +0.3%
FIA
668
Foundations Investment Advisors
Arizona
$697K -$281K -2,301 -30%
CWM
669
Circle Wealth Management
New Jersey
$695K +$67.6K +554 +11%
MLA
670
MB, Levis & Associates
Pennsylvania
$694K – – –
FB
671
Fulton Bank
Pennsylvania
$691K +$110K +898 +20%
IAA
672
Independent Advisor Alliance
North Carolina
$690K +$61.4K +503 +10%
EGA
673
E&G Advisors
Texas
$690K +$488 +4 +0.1%
FWM
674
Forza Wealth Management
Florida
$686K – – –
SIC
675
Salem Investment Counselors
North Carolina
$684K -$3.05K -25 -0.5%
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