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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
701
Penn Mutual Asset Management
Pennsylvania
$379K – – –
IWP
702
Icon Wealth Partners
Texas
$379K +$360K +4,119 New
PAM
703
Paradigm Asset Management
New York
$378K -$8.73K -100 -2%
PTC
704
Private Trust Company
Ohio
$378K +$57.9K +663 +19%
BJL
705
Brighton Jones LLC
Washington
$377K +$4.02K +46 +1%
WA
706
Wealth Alliance
New York
$377K -$1.49K -17 -0.4%
RCG
707
Regatta Capital Group
California
$377K – – –
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$376K +$7.25K +83 +2%
PIM
709
Penobscot Investment Management
Massachusetts
$375K – – –
PCM
710
Pointe Capital Management
Michigan
$375K -$2.1K -24 -0.6%
1WM
711
1900 Wealth Management
Texas
$375K – – –
SWM
712
Spire Wealth Management
Virginia
$374K +$80.9K +926 +29%
PPC
713
Park Place Capital
Alabama
$373K +$9.26K +106 +3%
MRCM
714
M&R Capital Management
New Jersey
$373K – – –
EIM
715
Essex Investment Management
Massachusetts
$370K – – –
ACA
716
Atlas Capital Advisors
Wyoming
$370K – – –
SRC
717
Shufro Rose & Co
New York
$368K -$3.49K -40 -1%
ACM
718
Ategra Capital Management
Virginia
$367K – – –
AWM
719
Apollon Wealth Management
South Carolina
$365K -$10.3K -118 -3%
MWM
720
Mattern Wealth Management
Kansas
$363K -$6.9K -79 -2%
NPF
721
Norris Perne & French
Michigan
$363K +$786 +9 +0.2%
RWA
722
Ropes Wealth Advisors
Massachusetts
$362K -$35.5K -407 -9%
OC
723
Oakworth Capital
Alabama
$362K -$19.8K -227 -5%
OAM
724
Occidental Asset Management
California
$361K -$2.36K -27 -0.7%
GCM
725
Gallacher Capital Management
Colorado
$361K +$39.1K +448 +13%
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