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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
751
Prio Wealth Limited Partnership
Massachusetts
$381K +$82.1K +939 +30%
CFA
752
Carroll Financial Associates
North Carolina
$380K -$17K -194 -5%
MCIA
753
Mountain Capital Investment Advisors
Colorado
$379K -$8.21K -94 -2%
PT
754
Plimoth Trust
Massachusetts
$378K -$98.1K -1,123 -22%
CAM
755
CenterStar Asset Management
Illinois
$378K – – –
CAS
756
Coppell Advisory Solutions
Texas
$375K +$347K +3,972 New
GTAM
757
Global Trust Asset Management
Florida
$372K +$2.62K +30 +0.8%
CHA
758
Carmichael Hill & Associates
Maryland
$369K – – –
WCF
759
West Coast Financial
California
$367K – – –
GIA
760
Gladstone Institutional Advisory
Florida
$363K -$39.3K -450 -10%
NFG
761
Next Financial Group
Texas
$360K +$21.6K +247 +7%
SFG
762
Summit Financial Group
West Virginia
$357K – – –
RTC
763
Riverview Trust Company
Washington
$355K – – –
LFA
764
Legacy Financial Advisors
Kentucky
$355K +$86.8K +993 +36%
PWA
765
Physician Wealth Advisors
Utah
$353K -$18.6K -213 -5%
PFBT
766
Parkside Financial Bank & Trust
Missouri
$352K +$11.4K +130 +4%
IA
767
IFG Advisory
Georgia
$351K +$5.59K +64 +2%
AA
768
Argent Advisors
Louisiana
$351K +$10.3K +118 +3%
SAM
769
S.A. Mason
Michigan
$348K – – –
FAM
770
Formidable Asset Management
Ohio
$347K – – –
IRC
771
Investors Research Corp
Georgia
$345K – – –
FMWA
772
Forvis Mazars Wealth Advisors
Missouri
$345K +$88.6K +1,014 +38%
RHAM
773
Round Hill Asset Management
California
$344K – – –
AA
774
Ancora Advisors
Ohio
$344K +$17.3K +198 +6%
MMHP
775
Murphy Middleton Hinkle & Parker
Georgia
$343K -$7.43K -85 -2%
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