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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
676
Aureus Asset Management
Massachusetts
$875K +$13.6K +91 +2%
CFO
677
CVA Family Office
Colorado
$869K – – –
PM
678
Penbrook Management
New York
$868K – – –
LMFP
679
Larry Mathis Financial Planning
Arizona
$864K -$9.74K -65 -1%
FCBT
680
First Citizens Bank & Trust
North Carolina
$863K -$40.9K -273 -5%
AWG
681
Altus Wealth Group
Colorado
$856K +$750 +5 +0.1%
WANY
682
Wealthspire Advisors (New York)
New York
$855K -$87.1K -581 -10%
IWM
683
IHT Wealth Management
Illinois
$854K +$16.2K +108 +2%
DG
684
Diesslin Group
Texas
$852K – – –
GFG
685
Goldstone Financial Group
Illinois
$851K -$61.2K -408 -7%
TBT
686
Texas Bank & Trust
Texas
$851K +$7.65K +51 +0.9%
CAG
687
Crestwood Advisors Group
Massachusetts
$851K +$80.4K +536 +11%
RS
688
R Squared
Hong Kong
$848K +$197K +1,314 +32%
MLA
689
MB, Levis & Associates
Pennsylvania
$848K – – –
SF
690
Summit Financial
New Jersey
$845K +$6.15K +41 +0.8%
XF
691
XML Financial
Maryland
$843K – – –
RIA
692
Regal Investment Advisors
Michigan
$840K +$5.85K +39 +0.7%
FA
693
FDx Advisors
Illinois
$840K +$181K +1,206 +29%
KAM
694
Knightsbridge Asset Management
California
$838K -$5.7K -38 -0.7%
AIM
695
Alhambra Investment Management
Florida
$834K +$13.3K +89 +2%
AWM
696
Ariadne Wealth Management
California
$834K – – –
FWM
697
Forza Wealth Management
Florida
$827K – – –
BDS
698
Banco de Sabadell
Florida
$824K -$4.5K -30 -0.6%
OWCM
699
One Wealth Capital Management
Arizona
$821K +$402K +2,683 +105%
CFM
700
Compass Financial Management
Florida
$819K +$800K +5,335 New
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