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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Cordatus Wealth Management
Pennsylvania
$720K +$7.79K +52 +1%
RPC
752
Rossmore Private Capital
Connecticut
$718K – – –
NWAG
753
Net Worth Advisory Group
Utah
$716K -$27.7K -185 -4%
MAA
754
Mraz Amerine & Associates
California
$713K – – –
TYCC
755
Texas Yale Capital Corp
Florida
$712K +$22.5K +150 +3%
HDIM
756
Hanson & Doremus Investment Management
Vermont
$710K – – –
SP
757
Stablepoint Partners
Massachusetts
$710K – – –
KA
758
Klingman & Associates
New York
$709K +$34.5K +230 +5%
PFA
759
Pure Financial Advisors
California
$708K +$75.7K +505 +13%
AFP
760
Ausdal Financial Partners
Iowa
$707K +$70K +467 +12%
CWP
761
Cyndeo Wealth Partners
Florida
$704K -$23.4K -156 -3%
WT
762
Washington Trust
Rhode Island
$700K – – –
IP
763
Indivisible Partners
Florida
$699K +$256K +1,708 +62%
AWM
764
Angeles Wealth Management
California
$697K +$24.3K +162 +4%
FCH
765
Freestone Capital Holdings
Washington
$697K -$148K -988 -18%
MMA
766
Miracle Mile Advisors
California
$696K +$52.5K +350 +9%
FDCDDQ
767
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K -$55.2K -368 -8%
HSA
768
HBK Sorce Advisory
Pennsylvania
$694K -$9.44K -63 -1%
MSA
769
Marino Stram & Associates
Massachusetts
$692K – – –
WS
770
Wedbush Securities
California
$690K +$12.3K +82 +2%
OWA
771
Opal Wealth Advisors
New York
$687K -$37.6K -251 -5%
DOA
772
D'Orazio & Associates
Virginia
$685K +$27.4K +183 +4%
SWA
773
Shah Wealth Advisors
California
$681K +$652K +4,346 New
MFIM
774
Mesirow Financial Investment Management
Illinois
$680K -$647K -4,319 -50%
BFC
775
Bedel Financial Consulting
Indiana
$678K -$53.4K -356 -8%
29 30
31
32 33