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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
751
HBK Sorce Advisory
Pennsylvania
$413K +$81.5K +908 +26%
TYCC
752
Texas Yale Capital Corp
Florida
$411K
PC
753
Port Capital
Illinois
$410K
RIA
754
Realta Investment Advisors
Delaware
$405K +$42.3K +471 +12%
CHA
755
Carmichael Hill & Associates
Maryland
$403K +$13.5K +150 +4%
WI
756
WrapManager Inc
California
$403K +$15.7K +175 +4%
CCG
757
Cypress Capital Group
Florida
$401K -$897 -10 -0.2%
GWM
758
GSB Wealth Management
Connecticut
$399K
NDSI
759
Newman Dignan & Sheerar Inc
Rhode Island
$399K +$17K +189 +5%
RWP
760
RWA Wealth Partners
Massachusetts
$398K
WCF
761
West Coast Financial
California
$398K
PWP
762
Private Wealth Partners
California
$398K +$101K +1,130 +37%
SMFS
763
Squar Milner Financial Services
California
$398K +$156K +1,741 +71%
FPFS
764
First Personal Financial Services
North Carolina
$397K -$232K -2,584 -38%
IWM
765
IHT Wealth Management
Illinois
$396K -$9.87K -110 -3%
Nisa Investment Advisors
766
Nisa Investment Advisors
Missouri
$395K
IWP
767
Icon Wealth Partners
Texas
$395K +$48.2K +537 +15%
PIM
768
Partner Investment Management
California
$392K -$578K -6,441 -60%
LFAS
769
Level Four Advisory Services
Texas
$392K +$24.4K +272 +8%
PCG
770
Private Capital Group
Connecticut
$392K +$35.6K +397 +11%
Lido Advisors
771
Lido Advisors
California
$392K +$69.5K +775 +23%
BAM
772
Belpointe Asset Management
Nevada
$386K +$137K +1,531 +60%
LB
773
Landmark Bank
Missouri
$383K -$4.22K -47 -1%
PWA
774
Physician Wealth Advisors
Utah
$382K +$19.1K +213 +6%
KCM
775
Kendall Capital Management
Maryland
$379K -$6.73K -75 -2%