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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
801
Pallas Capital Advisors
Massachusetts
$298K +$14.8K +176 +6%
KMWM
802
Keudell/Morrison Wealth Management
Oregon
$297K -$7.58K -90 -3%
PCA
803
Prosperity Capital Advisors
Ohio
$297K +$276K +3,276 New
CCM
804
Crew Capital Management
Ohio
$297K – – –
ICG
805
InterOcean Capital Group
Tennessee
$295K -$13.2K -157 -5%
AWA
806
Aaron Wealth Advisors
Illinois
$295K +$274K +3,256 New
AFM
807
Andesa Financial Management
Pennsylvania
$295K -$84.1K -999 -23%
FTA
808
Financial & Tax Architects
Missouri
$295K +$270K +3,206 New
PMA
809
Prudent Man Advisors
Illinois
$293K +$272K +3,234 New
PP
810
Pacifica Partners
Canada
$293K +$33.1K +393 +14%
APWM
811
Argonautica Private Wealth Management
Massachusetts
$292K +$271K +3,214 New
AA
812
Argent Advisors
Louisiana
$291K – – –
PFBT
813
Parkside Financial Bank & Trust
Missouri
$289K +$3.29K +39 +1%
RFG
814
RFP Financial Group
Georgia
$288K +$268K +3,177 New
DOA
815
D'Orazio & Associates
Virginia
$288K +$267K +3,174 New
IRC
816
Investors Research Corp
Georgia
$286K – – –
MGWM
817
Marks Group Wealth Management
Minnesota
$285K +$265K +3,146 New
RCC
818
Red Cedar Capital
Nebraska
$285K – – –
SWM
819
Spire Wealth Management
Virginia
$285K +$17.7K +210 +7%
ECG
820
Edge Capital Group
Georgia
$285K +$7.08K +84 +3%
HPC
821
HM Payson & Co
Maine
$284K -$131K -1,553 -33%
CF
822
Centaurus Financial
California
$284K -$74K -878 -22%
PCIA
823
Prime Capital Investment Advisors
Kansas
$284K +$264K +3,130 New
AF
824
Allworth Financial
California
$284K -$7.83K -93 -3%
PCA
825
Peddock Capital Advisors
Massachusetts
$283K – – –
31 32
33
34 35