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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
801
Family Legacy Inc
South Carolina
$247K – – –
PCA
802
Pallas Capital Advisors
Massachusetts
$246K +$829 +10 +0.3%
BHWM
803
Bar Harbor Wealth Management
New Hampshire
$246K +$4.06K +49 +2%
FM
804
Foster & Motley
Ohio
$245K -$14.9K -180 -5%
AF
805
Allworth Financial
California
$245K +$84.9K +1,024 +47%
LA
806
Latitude Advisors
Florida
$244K -$166 -2 -0.1%
WWM
807
Western Wealth Management
Colorado
$244K – – –
HIC
808
Hartline Investment Corp
Illinois
$244K +$266K +3,205 New
AA
809
Argent Advisors
Louisiana
$243K +$8.29K +100 +3%
RWA
810
River Wealth Advisors
Pennsylvania
$243K +$61.3K +740 +30%
GTAM
811
Global Trust Asset Management
Florida
$242K -$6.47K -78 -2%
HI
812
Harbour Investments
Wisconsin
$241K – – –
PFBT
813
Parkside Financial Bank & Trust
Missouri
$240K -$2.9K -35 -1%
IRC
814
Investors Research Corp
Georgia
$240K – – –
VWM
815
Venturi Wealth Management
Texas
$239K -$60.1K -725 -19%
KCM
816
Kendall Capital Management
Maryland
$239K -$12.6K -152 -5%
RCC
817
Red Cedar Capital
Nebraska
$239K – – –
WAM
818
Weatherly Asset Management
California
$239K – – –
PCA
819
Peddock Capital Advisors
Massachusetts
$237K – – –
SIG
820
Stonegate Investment Group
Alabama
$237K +$11.5K +139 +5%
P
821
Pitcairn
Pennsylvania
$237K +$22.5K +272 +10%
OAM
822
Occidental Asset Management
California
$236K – – –
QCIG
823
Quad-Cities Investment Group
Iowa
$236K +$258K +3,107 New
FCBT
824
First Citizens Bank & Trust
North Carolina
$235K +$32K +386 +14%
CHA
825
Carmichael Hill & Associates
Maryland
$234K – – –
31 32
33
34 35