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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
726
Essex Savings Bank
Connecticut
$558K +$9.58K +85 +2%
CWP
727
Cyndeo Wealth Partners
Florida
$556K -$3.04K -27 -0.6%
SP
728
Stablepoint Partners
Massachusetts
$555K +$4.28K +38 +0.8%
WT
729
Washington Trust
Rhode Island
$554K +$13.1K +116 +3%
SRL
730
Scientech Research LLC
New Jersey
$553K +$515K +4,568 New
SF
731
Summit Financial
New Jersey
$552K +$27.4K +243 +6%
WANY
732
Wealthspire Advisors (New York)
New York
$551K +$47.7K +423 +10%
AWM
733
Allen Wealth Management
North Carolina
$550K -$93.4K -829 -15%
IP
734
Intellectus Partners
California
$549K – – –
DTC
735
Davidson Trust Company
Washington
$548K -$68.2K -605 -12%
ACA
736
Atlas Capital Advisors
Wyoming
$548K – – –
GC
737
Grimes & Company
Massachusetts
$548K -$10.6K -94 -2%
LRIA
738
Leonard Rickey Investment Advisors
Washington
$548K +$8.45K +75 +2%
RCG
739
Regatta Capital Group
California
$545K +$13.2K +117 +3%
MSA
740
Marino Stram & Associates
Massachusetts
$544K -$5.07K -45 -1%
FB
741
Fulton Bank
Pennsylvania
$543K -$219K -1,947 -30%
BCM
742
Beddow Capital Management
Wyoming
$540K – – –
BFC
743
Bedel Financial Consulting
Indiana
$538K – – –
CFMC
744
Curbstone Financial Management Corp
New Hampshire
$538K +$21.2K +188 +4%
MCM
745
Mill Capital Management
North Carolina
$537K – – –
AG
746
AlTi Global
New York
$535K +$498K +4,419 New
VCM
747
Violich Capital Management
California
$532K – – –
TFA
748
Tranquilli Financial Advisor
New Jersey
$532K -$5.07K -45 -1%
IAS
749
Insigneo Advisory Services
Florida
$530K -$11K -98 -2%
SMA
750
Seven Mile Advisory
New Jersey
$527K +$13K +115 +3%
28 29
30
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