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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
726
Resonant Capital Advisors
Wisconsin
$588K +$82.4K +675 +17%
WT
727
Washington Trust
Rhode Island
$587K – – –
SP
728
Stablepoint Partners
Massachusetts
$586K -$1.83K -15 -0.3%
IP
729
Intellectus Partners
California
$582K – – –
SF
730
Summit Financial
New Jersey
$581K -$3.54K -29 -0.6%
HFM
731
Hartford Funds Management
Pennsylvania
$576K -$387K -3,174 -41%
IWM
732
IHT Wealth Management
Illinois
$576K +$68.5K +561 +14%
CWP
733
Cyndeo Wealth Partners
Florida
$575K -$13.7K -112 -2%
DWM
734
Dakota Wealth Management
Florida
$574K -$192K -1,573 -26%
BCM
735
Beddow Capital Management
Wyoming
$571K -$1.83K -15 -0.3%
IWA
736
Icon Wealth Advisors
Texas
$570K +$120K +981 +28%
RCM
737
RNC Capital Management
California
$569K +$37.8K +310 +8%
CHAM
738
Clear Harbor Asset Management
Connecticut
$568K -$37.8K -310 -7%
FCCM
739
First City Capital Management
Georgia
$567K -$23.7K -194 -4%
DTC
740
Davidson Trust Company
Washington
$566K -$14.9K -122 -3%
MSA
741
Marino Stram & Associates
Massachusetts
$564K -$11.1K -91 -2%
MCM
742
Mill Capital Management
North Carolina
$563K -$6.1K -50 -1%
RCG
743
Regatta Capital Group
California
$562K -$15K -123 -3%
AG
744
AlTi Global
New York
$562K -$4.88K -40 -0.9%
SMA
745
Sage Mountain Advisors
Georgia
$561K +$167K +1,367 +45%
PWAM
746
Pinnacle West Asset Management
Wyoming
$560K +$17.1K +140 +3%
GC
747
Grimes & Company
Massachusetts
$558K -$21.6K -177 -4%
PWPS
748
Pinnacle Wealth Planning Services
Ohio
$558K +$68.6K +562 +15%
VCM
749
Violich Capital Management
California
$557K -$6.1K -50 -1%
SC
750
Syon Capital
California
$557K +$297K +2,433 +127%
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30
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