We are live on ! Find out more
NVS icon

Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Elmwood Wealth Management
California
$475K -$324K -3,356 -42%
BJL
702
Brighton Jones LLC
Washington
$470K +$676 +7 +0.2%
CC
703
Callan Capital
California
$467K +$447K +4,628 New
WKWM
704
Walter & Keenan Wealth Management
Indiana
$467K
M
705
MOTCO
Texas
$465K +$246K +2,549 +124%
CA
706
Cullinan Associates
Kentucky
$464K -$19.3K -200 -4%
IAA
707
Independent Advisor Alliance
North Carolina
$464K +$33.8K +350 +8%
Kovitz Investment Group Partners
708
Kovitz Investment Group Partners
Illinois
$463K
IAS
709
Insigneo Advisory Services
Florida
$461K +$60.9K +631 +16%
CIA
710
Cohen Investment Advisors
New Hampshire
$460K -$42.4K -439 -9%
FCH
711
Freestone Capital Holdings
Washington
$459K -$18.3K -190 -4%
XT
712
XTX Topco
Cayman Islands
$456K +$436K +4,519 New
CIA
713
Capital Investment Advisors
Georgia
$453K +$34.2K +354 +9%
BB
714
Berkshire Bank
Massachusetts
$453K -$45.5K -471 -10%
LJAC
715
L.J. Altfest & Co
New York
$452K -$4.05K -42 -0.9%
MSA
716
Marino Stram & Associates
Massachusetts
$451K
WT
717
Washington Trust
Rhode Island
$450K
SIA
718
Sit Investment Associates
Minnesota
$449K
BFC
719
Bedel Financial Consulting
Indiana
$449K
HWM
720
HB Wealth Management
Georgia
$442K -$29K -300 -6%
TFS
721
Thoroughbred Financial Services
Tennessee
$441K -$50.3K -521 -11%
RCG
722
Regatta Capital Group
California
$441K +$290 +3 +0.1%
RPC
723
Rossmore Private Capital
Connecticut
$440K
BGC
724
Beutel, Goodman & Co
Ontario, Canada
$440K +$148K +1,530 +54%
SIA
725
Strategic Investment Advisors
Michigan
$440K +$13.8K +143 +3%