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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Crew Capital Management
Ohio
$414K – – –
SMA
802
Sage Mountain Advisors
Georgia
$414K +$19.4K +171 +5%
FHA
803
Flagship Harbor Advisors
Massachusetts
$412K -$7.72K -68 -2%
PFWA
804
Paces Ferry Wealth Advisors
Georgia
$412K -$1.93K -17 -0.5%
GG
805
Greenwood Gearhart
Arkansas
$409K -$28.4K -250 -7%
PCM
806
Pointe Capital Management
Michigan
$407K -$34K -300 -8%
IAA
807
Independent Advisor Alliance
North Carolina
$407K +$4.65K +41 +1%
TW
808
Traveka Wealth
California
$405K +$14.5K +128 +4%
AWA
809
Arete Wealth Advisors
Illinois
$405K -$257K -2,268 -39%
WA
810
Wealth Alliance
New York
$405K -$18.4K -162 -4%
EH
811
Equitable Holdings
New York
$405K +$22.6K +199 +6%
S
812
Sachetta
Massachusetts
$403K – – –
LA
813
Latitude Advisors
Florida
$403K – – –
RRA
814
Round Rock Advisors
Connecticut
$403K – – –
LG
815
LaFleur & Godfrey
Michigan
$402K – – –
HCP
816
Hexagon Capital Partners
Arkansas
$402K -$7.38K -65 -2%
BJL
817
Brighton Jones LLC
Washington
$401K -$217K -1,912 -35%
MSAM
818
Moloney Securities Asset Management
Missouri
$401K – – –
DDC
819
DF Dent & Co
Maryland
$399K -$40.8K -360 -9%
CCG
820
Cypress Capital Group
Florida
$398K +$4.42K +39 +1%
KWMG
821
King Wealth Management Group
Florida
$397K -$11.3K -100 -3%
SSWM
822
Smith Salley Wealth Management
North Carolina
$395K – – –
HIIFS
823
Harel Insurance Investments & Financial Services
Israel
$393K +$39.8K +351 +11%
RCM
824
RNC Capital Management
California
$392K – – –
TSW
825
Three Seasons Wealth
Utah
$391K +$386K +3,400 New
31 32
33
34 35