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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Calamos Wealth Management
Illinois
$768K +$124K +825 +20%
JWA
727
JFS Wealth Advisors
Pennsylvania
$767K +$2.7K +18 +0.4%
X
728
Xponance
Pennsylvania
$767K +$57.6K +384 +9%
RA
729
RFG Advisory
Alabama
$762K +$190K +1,269 +35%
RA
730
Rational Advisors
New York
$761K -$411K -2,741 -36%
BW
731
BXM Wealth
Colorado
$758K – – –
YCM
732
Yousif Capital Management
Michigan
$754K -$2.27M -15,123 -76%
LOIM
733
Liberty One Investment Management
Illinois
$754K -$19.6K -131 -3%
NP
734
Nilsine Partners
Colorado
$754K +$7.05K +47 +1%
ESB
735
Essex Savings Bank
Connecticut
$752K -$2.55K -17 -0.4%
PWP
736
Principle Wealth Partners
Connecticut
$748K – – –
DW30
737
Drucker Wealth 3.0
New Jersey
$746K -$37.3K -249 -5%
VC
738
Veracity Capital
Georgia
$746K +$600 +4 +0.1%
JG
739
Jain Global
New York
$743K +$711K +4,742 New
SPC
740
Sigma Planning Corp
Michigan
$743K +$3.6K +24 +0.5%
CFP
741
Cascade Financial Partners
California
$742K – – –
VBCG
742
Valley Brook Capital Group
Pennsylvania
$739K -$7.5K -50 -1%
GC
743
Grimes & Company
Massachusetts
$739K -$6.3K -42 -0.9%
AIP
744
Almanack Investment Partners
Pennsylvania
$737K +$271K +1,811 +63%
CA
745
Cullinan Associates
Kentucky
$737K – – –
SP
746
SmartHarvest Portfolios
Washington
$732K +$39.4K +263 +6%
AAS
747
Ameritas Advisory Services
Nebraska
$728K +$338K +2,256 +94%
VH
748
Visionary Horizons
Tennessee
$727K -$6.6K -44 -0.9%
LRIA
749
Leonard Rickey Investment Advisors
Washington
$725K +$3.6K +24 +0.5%
PPW
750
Presilium Private Wealth
Pennsylvania
$721K -$300 -2 -0%
28 29
30
31 32