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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
676
CreativeOne Wealth
Kansas
$410K +$128K +1,466 +49%
WT
677
Washington Trust
Rhode Island
$410K -$26.2K -300 -6%
GRP
678
Global Retirement Partners
California
$407K +$18K +206 +6%
CWM
679
Circle Wealth Management
New Jersey
$403K – – –
TTWM
680
TCV Trust & Wealth Management
Virginia
$403K -$9.16M -104,921 -96%
AMIM
681
Aull & Monroe Investment Management
Alabama
$403K – – –
GWM
682
GSB Wealth Management
Connecticut
$402K +$437 +5 +0.1%
V
683
Veritable
Delaware
$401K -$1.49K -17 -0.4%
CCG
684
Cypress Capital Group
Florida
$401K -$873 -10 -0.2%
CAL
685
Capital Analysts LLC
Pennsylvania
$396K – – –
BFC
686
Bedel Financial Consulting
Indiana
$395K +$29.2K +334 +8%
CIA
687
Capital Investment Advisors
Georgia
$394K -$111K -1,276 -23%
MWM
688
Modera Wealth Management
New Jersey
$392K -$52.4K -600 -12%
VCM
689
Violich Capital Management
California
$391K – – –
HSG
690
Helen Stephens Group
Texas
$391K – – –
PFWA
691
Paces Ferry Wealth Advisors
Georgia
$391K -$153K -1,755 -29%
SAM
692
S.A. Mason
Michigan
$390K +$9.08K +104 +3%
BCM
693
Beddow Capital Management
Wyoming
$390K -$98.3K -1,125 -21%
FNB
694
Farmers National Bank
Kentucky
$389K -$236K -2,703 -39%
HWAM
695
Hennion & Walsh Asset Management
New Jersey
$389K +$34.6K +396 +10%
BMO
696
Beck Mack & Oliver
New York
$386K – – –
KC
697
Kenfarb & Co
Kentucky
$386K – – –
CWP
698
Curated Wealth Partners
California
$383K -$25K -286 -6%
YIA
699
YHB Investment Advisors
Connecticut
$382K – – –
FLAM
700
First Light Asset Management
Minnesota
$379K – – –
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