We are live on ! Find out more
NVS icon

Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
701
Jacobi Capital Management
Pennsylvania
$396K -$7.9K -88 -2%
DWM
702
Dakota Wealth Management
Florida
$394K +$897 +10 +0.2%
LC
703
Lindbrook Capital
California
$394K +$132K +1,467 +47%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$393K -$26.6K -296 -6%
GWM
705
GSB Wealth Management
Connecticut
$390K +$31.8K +354 +8%
CIAS
706
Capital Investment Advisory Services
North Carolina
$388K -$17.9K -199 -4%
RSWM
707
Robertson Stephens Wealth Management
California
$387K +$407K +4,536 New
OC
708
Oakworth Capital
Alabama
$386K -$2.06K -23 -0.5%
CWP
709
Curated Wealth Partners
California
$384K -$16K -178 -4%
NSAM
710
North Star Asset Management
Wisconsin
$382K – – –
CAL
711
Capital Analysts LLC
Pennsylvania
$381K +$398K +4,434 +15,836%
PCA
712
Pallas Capital Advisors
Massachusetts
$380K +$388K +4,319 New
QP
713
Quilter Plc
United Kingdom
$379K -$14.2K -158 -3%
ACP
714
Aveo Capital Partners
Colorado
$377K +$396K +4,412 New
GIA
715
Gladstone Institutional Advisory
Florida
$376K +$49.4K +551 +14%
QTM
716
qPULA Trading Management
New York
$376K +$395K +4,400 New
FAT
717
First American Trust
California
$375K -$2.87K -32 -0.7%
PWLP
718
Prio Wealth Limited Partnership
Massachusetts
$375K +$31.1K +347 +9%
CAM
719
Cozad Asset Management
Illinois
$373K +$13.5K +150 +4%
ECM
720
Evergreen Capital Management
Washington
$372K -$75.5K -841 -16%
AMIM
721
Aull & Monroe Investment Management
Alabama
$370K -$13.5K -150 -3%
RMDI
722
R.M. Davis Inc
Maine
$367K -$62.4K -695 -14%
OIA
723
OneDigital Investment Advisors
Kansas
$364K -$31K -346 -8%
FPFS
724
First Personal Financial Services
North Carolina
$363K -$11.7K -130 -3%
HIMCH
725
Hartford Investment Management Co (HIMCO)
Connecticut
$363K – – –
27 28
29
30 31