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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
Weatherly Asset Management
California
$295K – – –
SCA
802
Snowden Capital Advisors
New York
$294K -$2.01M -24,168 -88%
GTAM
803
Global Trust Asset Management
Florida
$294K -$29.5K -355 -10%
NL
804
NWAM LLC
Washington
$293K +$66.8K +804 +32%
KCM
805
Kanawha Capital Management
Virginia
$292K -$6.31K -76 -2%
FLI
806
Family Legacy Inc
South Carolina
$292K – – –
FPAS
807
Focus Partners Advisor Solutions
Missouri
$291K +$277K +3,337 New
PWLP
808
Prio Wealth Limited Partnership
Massachusetts
$290K -$56.9K -685 -17%
CCC
809
Crescent Capital Consulting
Louisiana
$289K – – –
AWA
810
Arkadios Wealth Advisors
Georgia
$288K +$108K +1,304 +65%
AFM
811
Andesa Financial Management
Pennsylvania
$287K -$14.7K -177 -5%
PFSC
812
Peoples Financial Services Corp
Pennsylvania
$287K – – –
EIP
813
Epoch Investment Partners
New York
$287K +$272K +3,276 New
CCM
814
Crew Capital Management
Ohio
$286K – – –
BP
815
BBR Partners
New York
$286K +$58.8K +708 +28%
LW
816
Linscomb Wealth
Texas
$284K -$166 -2 -0.1%
HNWAG
817
High Net Worth Advisory Group
Florida
$284K +$269K +3,244 New
CWM
818
Cornerstone Wealth Management
Missouri
$283K +$28.1K +338 +12%
MW
819
Marcum Wealth
Ohio
$282K +$19.4K +234 +8%
CPWA
820
Cerro Pacific Wealth Advisors
California
$281K -$64.1K -772 -19%
PTC
821
Philadelphia Trust Company
Pennsylvania
$281K – – –
PWA
822
Physician Wealth Advisors
Utah
$280K -$42.9K -517 -14%
CAM
823
Cozad Asset Management
Illinois
$280K -$13.7K -165 -5%
IC
824
Intersect Capital
California
$279K +$4.32K +52 +2%
AG
825
Ascent Group
Virginia
$279K +$266K +3,207 New
31 32
33
34 35