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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
776
Robertson Stephens Wealth Management
California
$365K – – –
SEC
777
Seven Eight Capital
New York
$364K +$363K +3,577 New
SW
778
SteelPeak Wealth
California
$364K +$130K +1,276 +55%
APWM
779
Argonautica Private Wealth Management
Massachusetts
$364K +$3.04K +30 +0.8%
WPC
780
Wedmont Private Capital
Pennsylvania
$364K +$84.5K +832 +29%
PPC
781
Park Place Capital
Alabama
$364K +$1.32K +13 +0.4%
PB
782
Pinnacle Bancorp
Nebraska
$361K -$4.97K -49 -1%
MWM
783
Meridian Wealth Management
Kentucky
$360K -$2.23K -22 -0.6%
GFS
784
GYL Financial Synergies
Connecticut
$359K +$25.9K +255 +8%
VC
785
Vicus Capital
Pennsylvania
$359K +$49K +483 +16%
DWM
786
Drive Wealth Management
Utah
$359K -$91.8K -904 -20%
CCA
787
Cravens & Co Advisors
Tennessee
$357K – – –
HCA
788
Heck Capital Advisors
Wisconsin
$357K -$4.57K -45 -1%
CDH
789
Charles D. Hyman
$357K +$8.02K +79 +2%
PCA
790
Prosperity Capital Advisors
Ohio
$355K +$1.73K +17 +0.5%
MNBTD
791
Moody National Bank Trust Division
Texas
$354K -$8.53K -84 -2%
HAG
792
HF Advisory Group
Maryland
$353K +$339K +3,342 New
TYCC
793
Texas Yale Capital Corp
Florida
$352K +$82.2K +810 +31%
KWMG
794
King Wealth Management Group
Florida
$351K +$35.5K +350 +11%
VC
795
Veracity Capital
Georgia
$347K +$609 +6 +0.2%
SMA
796
Seven Mile Advisory
New Jersey
$346K -$8.63K -85 -2%
RHAM
797
Round Hill Asset Management
California
$346K -$15.2K -150 -4%
GDP
798
Great Diamond Partners
Maine
$345K -$20.1K -198 -6%
AA
799
Ancora Advisors
Ohio
$345K +$11.9K +117 +4%
NPF
800
Norris Perne & French
Michigan
$344K -$51.1K -503 -13%
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