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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Cordatus Wealth Management
Pennsylvania
$694K -$112K -733 -14%
HDIM
752
Hanson & Doremus Investment Management
Vermont
$692K +$598K +3,903 +624%
SP
753
Stablepoint Partners
Massachusetts
$692K +$5.98K +39 +0.9%
X
754
Xponance
Pennsylvania
$688K +$147K +961 +27%
FIA
755
Foundations Investment Advisors
Arizona
$688K +$42.2K +275 +7%
RCM
756
RNC Capital Management
California
$687K -$15.5K -101 -2%
NP
757
Nilsine Partners
Colorado
$687K -$47.4K -309 -6%
WT
758
Washington Trust
Rhode Island
$682K -$11.7K -76 -2%
MSA
759
Marino Stram & Associates
Massachusetts
$674K +$4.6K +30 +0.7%
SP
760
SmartHarvest Portfolios
Washington
$673K +$240K +1,565 +55%
TYCC
761
Texas Yale Capital Corp
Florida
$671K +$46K +300 +7%
MCM
762
Mill Capital Management
North Carolina
$670K – – –
AWM
763
Allen Wealth Management
North Carolina
$668K -$30.7K -200 -4%
CHAM
764
Clear Harbor Asset Management
Connecticut
$666K -$10.1K -66 -1%
HSA
765
HBK Sorce Advisory
Pennsylvania
$665K +$29.9K +195 +4%
SEA
766
Stegent Equity Advisors
Texas
$663K +$259K +1,687 +64%
WS
767
Wedbush Securities
California
$660K -$124K -811 -16%
FCCM
768
First City Capital Management
Georgia
$660K +$153 +1 +0%
OC
769
Oarsman Capital
Wisconsin
$660K -$16.9K -110 -2%
AO
770
Advisor OS
Illinois
$658K +$661K +4,310 New
KA
771
Klingman & Associates
New York
$656K +$23.6K +154 +4%
AWM
772
Angeles Wealth Management
California
$655K +$166K +1,086 +34%
WB
773
WesBanco Bank
West Virginia
$651K +$140K +915 +27%
CFO
774
Cambient Family Office
Michigan
$651K – – –
ACA
775
Atlas Capital Advisors
Wyoming
$646K -$46K -300 -7%
29 30
31
32 33