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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
776
Minot Wealth Management
Massachusetts
$277K -$16.5K -183 -5%
CDH
777
Charles D. Hyman
$276K
WAM
778
Weatherly Asset Management
California
$276K
FMWA
779
Forvis Mazars Wealth Advisors
Missouri
$276K +$73.6K +818 +32%
CAM
780
Cozad Asset Management
Illinois
$275K
ARG
781
Advisory Resource Group
Oklahoma
$272K +$28.9K +321 +11%
PCS
782
Personal CFO Solutions
New Jersey
$272K +$77K +856 +35%
CCC
783
Crescent Capital Consulting
Louisiana
$271K
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$271K
SMG
785
Smart Money Group
Texas
$271K +$9.09K +101 +3%
FLI
786
Family Legacy Inc
South Carolina
$269K
OL
787
Optas LLC
Texas
$269K +$28.5K +317 +11%
AI
788
ArchPoint Investors
Florida
$269K +$296K +3,285 New
SAG
789
Spotlight Asset Group
Illinois
$268K -$35.1K -390 -11%
PFSC
790
Peoples Financial Services Corp
Pennsylvania
$268K -$13.5K -150 -4%
MWM
791
Meridian Wealth Management
Kentucky
$268K -$90 -1 -0%
CCM
792
Crew Capital Management
Ohio
$267K
LW
793
Linscomb Wealth
Texas
$266K +$3.6K +40 +1%
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
$265K +$46.9K +521 +19%
GVAG
795
Great Valley Advisor Group
Delaware
$265K +$292K +3,250 New
PTC
796
Philadelphia Trust Company
Pennsylvania
$263K
NG
797
Northstar Group
New York
$260K
IRC
798
Investors Research Corp
Georgia
$258K
LWM
799
Liberty Wealth Management
California
$258K +$59.5K +661 +27%
IC
800
Intersect Capital
California
$257K -$40.9K -455 -13%