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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
776
Tranquilli Financial Advisor
New Jersey
$583K -$9.17K -70 -2%
FIA
777
Foundations Investment Advisors
Arizona
$583K -$158K -1,205 -22%
PI
778
PFG Investments
New York
$579K +$148K +1,131 +37%
TAFW
779
Tred Avon Family Wealth
Maryland
$577K +$89K +680 +19%
KA
780
Klingman & Associates
New York
$571K +$19.5K +149 +4%
MA
781
Mutual Advisors
Nebraska
$570K +$22K +168 +4%
DOA
782
D'Orazio & Associates
Virginia
$569K +$19.6K +150 +4%
PWAM
783
Private Wealth Asset Management
Iowa
$569K – – –
CH
784
Cromwell Holdings
Wyoming
$568K – – –
OWA
785
Opal Wealth Advisors
New York
$567K +$49.9K +381 +10%
TYCC
786
Texas Yale Capital Corp
Florida
$564K +$76K +580 +17%
BTWM
787
Baker Tilly Wealth Management
Wisconsin
$563K -$4.98K -38 -0.9%
ACP
788
Argyle Capital Partners
California
$560K – – –
SAM
789
S.A. Mason
Michigan
$557K – – –
PAMG
790
Patton Albertson Miller Group
Tennessee
$555K -$30.9K -236 -6%
CAG
791
Crestwood Advisors Group
Massachusetts
$549K +$136K +1,040 +35%
IA
792
Invested Advisors
Pennsylvania
$548K +$16.8K +128 +3%
SMA
793
Seven Mile Advisory
New Jersey
$546K -$97K -741 -16%
ICP
794
Interchange Capital Partners
Pennsylvania
$545K -$13.6K -104 -3%
BHBT
795
Burke & Herbert Bank & Trust
Virginia
$544K +$38K +290 +8%
HSG
796
Helen Stephens Group
Texas
$543K -$135K -1,034 -21%
SIA
797
Strategic Investment Advisors
Michigan
$543K -$10.6K -81 -2%
HTHT
798
Hemenway Trust Hemenway Trust
New Hampshire
$542K -$23.6K -180 -4%
TLCM
799
Twin Lakes Capital Management
California
$538K – – –
STA
800
Summit Trail Advisors
New York
$536K -$415K -3,169 -45%
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