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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
801
Oarsman Capital
Wisconsin
$628K -$47.1K -314 -7%
VCA
802
Verdence Capital Advisors
Maryland
$628K +$326K +2,176 +119%
SMA
803
Seven Mile Advisory
New Jersey
$626K -$4.05K -27 -0.7%
HCP
804
Hexagon Capital Partners
Arkansas
$625K +$31K +207 +5%
SFC
805
SYM Financial Corp
Indiana
$624K +$67.5K +450 +13%
KWA
806
Kingswood Wealth Advisors
California
$620K +$192K +1,284 +48%
KWM
807
Keebeck Wealth Management
Illinois
$619K +$185K +1,232 +45%
VCM
808
Violich Capital Management
California
$619K -$15K -100 -2%
FFG
809
Fiduciary Financial Group
California
$616K +$5.55K +37 +1%
PWAM
810
Private Wealth Asset Management
Iowa
$615K -$30K -200 -5%
QI
811
Qtron Investments
Massachusetts
$614K -$867K -5,785 -60%
GS
812
GTS Securities
Florida
$611K +$584K +3,897 New
SSWM
813
Smith Salley Wealth Management
North Carolina
$610K – – –
RA
814
Riversedge Advisors
Delaware
$609K +$63.7K +425 +12%
DWM
815
Dakota Wealth Management
Florida
$606K -$6K -40 -1%
TSW
816
Three Seasons Wealth
Utah
$604K +$68.5K +457 +13%
EW
817
Expressive Wealth
Illinois
$604K +$56.1K +374 +11%
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$603K -$14.5K -97 -2%
FG
819
Foster Group
Iowa
$601K +$52K +347 +10%
MA
820
MW Advisory
Georgia
$601K +$575K +3,834 New
ICP
821
Interchange Capital Partners
Pennsylvania
$601K +$275K +1,837 +92%
TLCM
822
Twin Lakes Capital Management
California
$600K – – –
VAM
823
Verity Asset Management
North Carolina
$599K +$275K +1,835 +92%
MFWP
824
Mosaic Family Wealth Partners
Missouri
$597K +$38.2K +255 +7%
SEP
825
Southland Equity Partners
Missouri
$597K +$18.3K +122 +3%
31 32
33
34 35