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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Alhambra Investment Management
Florida
$799K -$3.98K -26 -0.5%
BDS
702
Banco de Sabadell
Florida
$796K -$59.6K -389 -7%
CWM
703
Circle Wealth Management
New Jersey
$794K -$20.5K -134 -3%
EGA
704
E&G Advisors
Texas
$791K -$15.9K -104 -2%
FAT
705
First American Trust
California
$782K +$40.6K +265 +5%
DDC
706
DF Dent & Co
Maryland
$781K +$273K +1,784 +54%
OBGC
707
O'Brien Greene & Co
Pennsylvania
$776K – – –
MCM
708
Monument Capital Management
Virginia
$775K +$106K +690 +16%
IFG
709
Independent Financial Group
California
$768K +$178K +1,163 +30%
GWMR
710
GC Wealth Management RIA
Massachusetts
$767K +$200K +1,307 +35%
DW30
711
Drucker Wealth 3.0
New Jersey
$766K +$5.37K +35 +0.7%
CG
712
CFO4Life Group
Texas
$765K -$107K -699 -12%
CSP
713
Cary Street Partners
Virginia
$764K +$3.37K +22 +0.4%
RC
714
Rexford Capital
Texas
$764K +$1.23K +8 +0.2%
NI
715
Natural Investments
California
$764K +$46.8K +305 +6%
PC
716
Payne Capital
Oregon
$764K – – –
OWA
717
One Wealth Advisors
California
$757K +$9.04K +59 +1%
AAP
718
Arax Advisory Partners
Colorado
$757K -$336K -2,192 -30%
LOIM
719
Liberty One Investment Management
Illinois
$755K +$69K +450 +10%
CLIP
720
Colter Lewis Investment Partners
Connecticut
$754K +$756K +4,933 New
MWM
721
Modera Wealth Management
New Jersey
$752K -$72.5K -473 -9%
JWBC
722
J.W. Burns & Co
New York
$751K – – –
CAG
723
Crestwood Advisors Group
Massachusetts
$747K +$140K +913 +23%
MSFP
724
Mark Sheptoff Financial Planning
Connecticut
$745K -$60.7K -396 -7%
JWA
725
JFS Wealth Advisors
Pennsylvania
$745K -$7.2K -47 -1%
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30 31