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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$442K – – –
ACC
802
Acorn Creek Capital
Colorado
$440K +$14K +124 +4%
AAM
803
Aureus Asset Management
Massachusetts
$438K -$33.3K -295 -8%
PCM
804
Pointe Capital Management
Michigan
$438K +$2.71K +24 +0.7%
AMIM
805
Aull & Monroe Investment Management
Alabama
$438K – – –
EH
806
Equitable Holdings
New York
$438K +$29.3K +260 +8%
CT
807
Colonial Trust
South Carolina
$437K +$2.37K +21 +0.6%
CIA
808
Cohen Investment Advisors
New Hampshire
$436K -$28.7K -255 -7%
CPBTD
809
Central Pacific Bank - Trust Division
Hawaii
$436K -$22.5K -200 -5%
SHF
810
Safe Harbor Fiduciary
Florida
$435K +$405K +3,597 New
AWA
811
Arete Wealth Advisors
Illinois
$435K +$30.2K +268 +8%
WA
812
Wealth Alliance
New York
$432K -$1.01K -9 -0.3%
SVWAG
813
Sound View Wealth Advisors Group
Georgia
$430K -$11.8K -105 -3%
PFPT
814
Pinnacle Financial Partners (Tennessee)
Tennessee
$429K -$21.9K -194 -5%
PCA
815
Prosperity Capital Advisors
Ohio
$427K +$10.3K +91 +3%
ICP
816
Interchange Capital Partners
Pennsylvania
$426K +$174K +1,542 +78%
PFA
817
Pure Financial Advisors
California
$425K +$396K +3,511 New
AWAU
818
Alliance Wealth Advisors (Utah)
Utah
$425K +$91.7K +814 +30%
DDC
819
DF Dent & Co
Maryland
$424K – – –
MGIA
820
Moneta Group Investment Advisors
Missouri
$424K -$5.3K -47 -1%
MTC
821
McDaniel Terry & Co
Texas
$424K -$44.5K -395 -10%
CI
822
Cherokee Insurance
Michigan
$424K – – –
CCM
823
Crew Capital Management
Ohio
$423K -$11.3K -100 -3%
LA
824
Latitude Advisors
Florida
$423K +$2.14K +19 +0.5%
LG
825
LaFleur & Godfrey
Michigan
$423K – – –
31 32
33
34 35