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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$630K -$6.96K -57 -1%
AHL
702
Abel Hall LLC
Louisiana
$628K +$86.6K +710 +17%
OWA
703
One Wealth Advisors
California
$627K +$307K +2,516 +106%
BEI
704
Benjamin Edwards Inc
Missouri
$627K +$72K +590 +14%
TIM
705
Thornburg Investment Management
New Mexico
$627K
BF
706
Brucke Financial
Indiana
$625K -$122K -1,000 -17%
WS
707
Wedbush Securities
California
$625K +$144K +1,179 +32%
FAT
708
First American Trust
California
$623K +$122 +1 +0%
VH
709
Visionary Horizons
Tennessee
$619K -$35.4K -290 -6%
PWP
710
Principle Wealth Partners
Connecticut
$618K -$3.05K -25 -0.5%
AWM
711
Aprio Wealth Management
Georgia
$614K +$207K +1,696 +55%
OC
712
Oarsman Capital
Wisconsin
$613K -$36K -295 -6%
LRIA
713
Leonard Rickey Investment Advisors
Washington
$611K +$29K +238 +5%
BTI
714
Blue Trust Inc
Georgia
$611K +$9.52K +78 +2%
Lazard Asset Management
715
Lazard Asset Management
New York
$606K
CIG
716
Cullen Investment Group
Louisiana
$604K -$46K -377 -8%
D.E. Shaw & Co
717
D.E. Shaw & Co
New York
$603K -$960K -7,866 -63%
SMA
718
Seven Mile Advisory
New Jersey
$603K +$42.2K +346 +8%
CA
719
Cullinan Associates
Kentucky
$603K
BFC
720
Bedel Financial Consulting
Indiana
$602K +$30.5K +250 +6%
MFIM
721
Mesirow Financial Investment Management
Illinois
$594K
RPC
722
Rossmore Private Capital
Connecticut
$593K
CWM
723
Calamos Wealth Management
Illinois
$593K +$251K +2,054 +80%
ESB
724
Essex Savings Bank
Connecticut
$591K
PFBT
725
Parkside Financial Bank & Trust
Missouri
$588K -$4.39K -36 -0.8%