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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Modera Wealth Management
New Jersey
$674K +$244 +2 +0%
AIM
677
Alhambra Investment Management
Florida
$674K +$12.9K +106 +2%
JWBC
678
J.W. Burns & Co
New York
$669K -$32.2K -264 -5%
BW
679
BXM Wealth
Colorado
$664K +$30.9K +253 +5%
MSAM
680
Moloney Securities Asset Management
Missouri
$661K – – –
CIC
681
Chilton Investment Company
Connecticut
$660K +$353K +2,897 +129%
CB
682
Cadence Bank
Mississippi
$655K – – –
KSB
683
Kennebec Savings Bank
Maine
$654K -$42.3K -347 -6%
OBGC
684
O'Brien Greene & Co
Pennsylvania
$652K -$75.3K -617 -11%
IAS
685
Insigneo Advisory Services
Florida
$650K +$84.2K +690 +16%
CAL
686
Capital Analysts LLC
Pennsylvania
$650K – – –
BIAS
687
Beacon Investment Advisory Services
New Jersey
$646K -$3.9K -32 -0.6%
AWG
688
Altus Wealth Group
Colorado
$644K +$244 +2 +0%
DAS
689
Diversify Advisory Services
Utah
$643K -$266K -2,184 -30%
DW30
690
Drucker Wealth 3.0
New Jersey
$642K -$72.4K -593 -11%
CI
691
Corient IA
Florida
$641K – – –
PC
692
Payne Capital
Oregon
$641K +$610K +5,000 New
RC
693
Rexford Capital
Texas
$640K +$8.3K +68 +1%
SW
694
Simplicity Wealth
New Jersey
$640K -$439K -3,594 -42%
HSG
695
Helen Stephens Group
Texas
$638K +$91.9K +753 +18%
NP
696
Nilsine Partners
Colorado
$637K -$3.66K -30 -0.6%
VBCG
697
Valley Brook Capital Group
Pennsylvania
$636K – – –
GWMR
698
GC Wealth Management RIA
Massachusetts
$635K +$605K +4,955 New
CFP
699
Cascade Financial Partners
California
$633K -$33.2K -272 -5%
JWA
700
JFS Wealth Advisors
Pennsylvania
$631K -$16.1K -132 -3%
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