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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
726
Norris Perne & French
Michigan
$299K – – –
SBL
727
Sargent Bickham Lagudis
Colorado
$298K -$39.9K -481 -11%
SFO
728
Stokes Family Office
Louisiana
$297K -$103K -1,248 -24%
CWP
729
Concord Wealth Partners
Virginia
$297K +$7.46K +90 +2%
HWM
730
HB Wealth Management
Georgia
$297K +$55.3K +667 +21%
AWA
731
Arkadios Wealth Advisors
Georgia
$296K -$15.8K -191 -5%
XT
732
XTX Topco
Cayman Islands
$296K +$323K +3,899 New
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$295K – – –
SMG
734
Smart Money Group
Texas
$294K – – –
NSB
735
Norway Savings Bank
Maine
$293K -$67.6K -815 -17%
TYCC
736
Texas Yale Capital Corp
Florida
$292K – – –
MIA
737
MMBG Investment Advisors
Florida
$289K – – –
HBWM
738
Hollow Brook Wealth Management
New York
$288K -$166K -2,000 -35%
TLCM
739
Twin Lakes Capital Management
California
$288K – – –
HI
740
Hendershot Investments
Virginia
$287K – – –
CAM
741
Cozad Asset Management
Illinois
$287K +$23.2K +280 +8%
WANY
742
Wealthspire Advisors (New York)
New York
$287K +$52.1K +628 +20%
OL
743
Optas LLC
Texas
$287K +$97.5K +1,176 +45%
BFC
744
Bedel Financial Consulting
Indiana
$287K +$291K +3,506 New
RTC
745
Riverview Trust Company
Washington
$286K – – –
PFPT
746
Pinnacle Financial Partners (Tennessee)
Tennessee
$286K +$313K +3,774 New
MAM
747
Madison Asset Management
Wisconsin
$285K -$62M -748,018 -100%
MIM
748
Merrion Investment Management
New Jersey
$285K – – –
PWM
749
Perigon Wealth Management
California
$285K +$11.2K +135 +4%
AWA
750
Arete Wealth Advisors
Illinois
$285K +$311K +3,750 New
28 29
30
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