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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
776
Goldstone Financial Group
Illinois
$408K +$57.3K +571 +17%
DDC
777
DF Dent & Co
Maryland
$407K -$402 -4 -0.1%
AIA
778
Alera Investment Advisors
Illinois
$405K -$261K -2,599 -41%
AF
779
Allworth Financial
California
$405K +$8.63K +86 +2%
GG
780
Greenwood Gearhart
Arkansas
$405K -$114K -1,140 -23%
BMO
781
Beck Mack & Oliver
New York
$405K -$40.2K -400 -10%
DOA
782
D'Orazio & Associates
Virginia
$404K +$3.01K +30 +0.8%
HBWM
783
Hollow Brook Wealth Management
New York
$403K
VAM
784
Verity Asset Management
North Carolina
$403K -$9.74K -97 -2%
MM
785
MQS Management
New York
$402K -$389K -3,879 -51%
SWS
786
SYSTM Wealth Solutions
Illinois
$402K -$66.2K -659 -15%
FAM
787
Formidable Asset Management
Ohio
$401K +$10.1K +101 +3%
RTC
788
Riverview Trust Company
Washington
$401K
GL
789
Graypoint LLC
New York
$400K -$192K -1,909 -34%
SMA
790
Seven Mile Advisory
New Jersey
$398K +$6.93K +69 +2%
PB
791
Pinnacle Bancorp
Nebraska
$398K +$4.01K +40 +1%
FPFS
792
First Personal Financial Services
North Carolina
$396K
BB
793
Busey Bank
Illinois
$396K -$42.4K -422 -10%
NDSI
794
Newman Dignan & Sheerar Inc
Rhode Island
$394K
GT
795
Glenview Trust
Kentucky
$393K +$23.9K +238 +7%
IFWM
796
Institute for Wealth Management
Colorado
$393K -$4.22K -42 -1%
CTC
797
Cetera Trust Company
Minnesota
$393K
WA
798
Wealth Alliance
New York
$392K +$19.2K +191 +5%
S
799
Sachetta
Massachusetts
$392K -$2.11K -21 -0.6%
RCM
800
RNC Capital Management
California
$392K +$1.61K +16 +0.4%