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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Circle Wealth Management
New Jersey
$814K – – –
KSB
702
Kennebec Savings Bank
Maine
$809K -$13.5K -90 -2%
FAT
703
First American Trust
California
$808K +$4.95K +33 +0.6%
PFBT
704
Parkside Financial Bank & Trust
Missouri
$806K -$64.5K -430 -8%
TCM
705
Traynor Capital Management
Pennsylvania
$806K +$204K +1,362 +36%
EGA
706
E&G Advisors
Texas
$804K -$7.5K -50 -1%
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$802K – – –
DDC
708
DF Dent & Co
Maryland
$802K – – –
NI
709
Natural Investments
California
$801K +$16.3K +109 +2%
JF
710
JMN Financial
Ohio
$798K -$44.5K -297 -6%
OBGC
711
O'Brien Greene & Co
Pennsylvania
$796K – – –
MCM
712
Monument Capital Management
Virginia
$796K – – –
RC
713
Rexford Capital
Texas
$793K +$8.54K +57 +1%
OWA
714
One Wealth Advisors
California
$792K +$14.7K +98 +2%
MGIA
715
Moneta Group Investment Advisors
Missouri
$791K +$171K +1,144 +29%
HAG
716
HighPoint Advisor Group
Illinois
$787K +$514K +3,428 +215%
PC
717
Payne Capital
Oregon
$784K – – –
EWS
718
Evergreen Wealth Solutions
Pennsylvania
$776K +$251K +1,677 +49%
FIA
719
Foundations Investment Advisors
Arizona
$774K +$64.8K +432 +10%
SA
720
Sovran Advisors
California
$772K +$85.5K +570 +13%
UOTTAIMCU
721
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$771K -$2.46M -16,422 -77%
CG
722
CFO4Life Group
Texas
$771K -$14.1K -94 -2%
CSP
723
Cary Street Partners
Virginia
$770K -$13.3K -89 -2%
JWBC
724
J.W. Burns & Co
New York
$770K -$450 -3 -0.1%
BRWA
725
B. Riley Wealth Advisors
Florida
$770K +$6.6K +44 +0.9%
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