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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
701
Beck Mack & Oliver
New York
$424K – – –
KC
702
Kenfarb & Co
Kentucky
$424K – – –
CWP
703
Curated Wealth Partners
California
$421K – – –
YIA
704
YHB Investment Advisors
Connecticut
$419K – – –
PCM
705
Pointe Capital Management
Michigan
$417K +$5.6K +56 +1%
FLAM
706
First Light Asset Management
Minnesota
$416K – – –
PMAM
707
Penn Mutual Asset Management
Pennsylvania
$416K – – –
FNB
708
Farmers National Bank
Kentucky
$415K -$11.5K -115 -3%
AS
709
Altshuler Shaham
Israel
$415K -$300K -3,000 -42%
PFWA
710
Paces Ferry Wealth Advisors
Georgia
$414K -$14.2K -142 -3%
DTL
711
Dynamic Technology Lab
Singapore
$414K +$410K +4,100 New
SC
712
Savant Capital
Illinois
$413K +$55.9K +559 +16%
CFMC
713
Curbstone Financial Management Corp
New Hampshire
$413K +$409K +4,094 New
CW
714
CreativeOne Wealth
Kansas
$412K -$37.3K -373 -8%
SIA
715
Strategic Investment Advisors
Michigan
$411K +$48.4K +484 +13%
1WM
716
1900 Wealth Management
Texas
$409K -$6.1K -61 -1%
MRCM
717
M&R Capital Management
New Jersey
$409K – – –
PCIA
718
Prime Capital Investment Advisors
Kansas
$407K +$139K +1,387 +52%
ACA
719
Atlas Capital Advisors
Wyoming
$406K – – –
GCM
720
Gallacher Capital Management
Colorado
$405K +$8.7K +87 +2%
PWM
721
PRW Wealth Management
Massachusetts
$404K +$408K +4,083 New
SRC
722
Shufro Rose & Co
New York
$404K – – –
ACM
723
Ategra Capital Management
Virginia
$403K – – –
WA
724
Wealth Alliance
New York
$403K -$11.2K -112 -3%
ACM
725
Argyle Capital Management
Pennsylvania
$401K -$208K -2,075 -34%
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