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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
726
Stokes Family Office
Louisiana
$662K +$629K +4,805 New
PWP
727
Principle Wealth Partners
Connecticut
$662K -$2.88K -22 -0.5%
VBCG
728
Valley Brook Capital Group
Pennsylvania
$657K -$25.1K -192 -4%
CB
729
Cadence Bank
Mississippi
$655K -$47.4K -362 -7%
IWM
730
IHT Wealth Management
Illinois
$653K +$32.1K +245 +5%
RPC
731
Rossmore Private Capital
Connecticut
$652K +$13.1K +100 +2%
NI
732
Natural Investments
California
$648K +$90.6K +692 +17%
CA
733
Cullinan Associates
Kentucky
$648K – – –
BFC
734
Bedel Financial Consulting
Indiana
$647K – – –
DWM
735
Dakota Wealth Management
Florida
$647K +$28K +214 +5%
VH
736
Visionary Horizons
Tennessee
$644K -$21K -160 -3%
IWA
737
Icon Wealth Advisors
Texas
$644K +$29.1K +222 +5%
CWM
738
Calamos Wealth Management
Illinois
$641K +$3.14K +24 +0.5%
HIP
739
HUB Investment Partners
Texas
$640K +$115K +875 +23%
RCA
740
Resonant Capital Advisors
Wisconsin
$640K +$7.07K +54 +1%
GC
741
Grimes & Company
Massachusetts
$639K +$37.6K +287 +7%
SC
742
Syon Capital
California
$638K +$37.3K +285 +7%
MFIM
743
Mesirow Financial Investment Management
Illinois
$637K -$1.44K -11 -0.2%
JFG
744
Jefferies Financial Group
New York
$635K +$603K +4,606 New
RCM
745
RNC Capital Management
California
$634K +$21.2K +162 +4%
RWM
746
Revisor Wealth Management
Ohio
$631K +$277K +2,118 +91%
EI
747
EFG International
$630K +$599K +4,573 New
AWM
748
Allen Wealth Management
North Carolina
$630K +$52.4K +400 +10%
SSCA
749
South Shore Capital Advisors
Massachusetts
$629K +$598K +4,565 New
FDCDDQ
750
Federation des caisses Desjardins du Quebec
Quebec, Canada
$628K -$203K -1,549 -25%
28 29
30
31 32