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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
X
726
Xponance
Pennsylvania
$767K +$57.6K +384 +9%
RA
727
RFG Advisory
Alabama
$762K +$190K +1,269 +35%
RA
728
Rational Advisors
New York
$761K -$411K -2,741 -36%
BW
729
BXM Wealth
Colorado
$758K – – –
YCM
730
Yousif Capital Management
Michigan
$754K -$2.27M -15,123 -76%
LOIM
731
Liberty One Investment Management
Illinois
$754K -$19.6K -131 -3%
NP
732
Nilsine Partners
Colorado
$754K +$7.05K +47 +1%
ESB
733
Essex Savings Bank
Connecticut
$752K -$2.55K -17 -0.4%
PWP
734
Principle Wealth Partners
Connecticut
$748K – – –
DW30
735
Drucker Wealth 3.0
New Jersey
$746K -$37.3K -249 -5%
VC
736
Veracity Capital
Georgia
$746K +$600 +4 +0.1%
JG
737
Jain Global
New York
$743K +$711K +4,742 New
SPC
738
Sigma Planning Corp
Michigan
$743K +$3.6K +24 +0.5%
CFP
739
Cascade Financial Partners
California
$742K – – –
VBCG
740
Valley Brook Capital Group
Pennsylvania
$739K -$7.5K -50 -1%
GC
741
Grimes & Company
Massachusetts
$739K -$6.3K -42 -0.9%
AIP
742
Almanack Investment Partners
Pennsylvania
$737K +$271K +1,811 +63%
CA
743
Cullinan Associates
Kentucky
$737K – – –
SP
744
SmartHarvest Portfolios
Washington
$732K +$39.4K +263 +6%
AAS
745
Ameritas Advisory Services
Nebraska
$728K +$338K +2,256 +94%
VH
746
Visionary Horizons
Tennessee
$727K -$6.6K -44 -0.9%
LRIA
747
Leonard Rickey Investment Advisors
Washington
$725K +$3.6K +24 +0.5%
PPW
748
Presilium Private Wealth
Pennsylvania
$721K -$300 -2 -0%
CWM
749
Cordatus Wealth Management
Pennsylvania
$720K +$7.79K +52 +1%
RPC
750
Rossmore Private Capital
Connecticut
$718K – – –
28 29
30
31 32