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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
801
Seven Mile Advisory
New Jersey
$615K +$9.35K +61 +2%
HFO
802
Heritage Family Offices
Arizona
$614K -$174K -1,134 -22%
PFA
803
Pure Financial Advisors
California
$613K +$102K +667 +20%
RIG
804
RiverFront Investment Group
Virginia
$608K +$25.3K +165 +4%
BHBT
805
Burke & Herbert Bank & Trust
Virginia
$602K – – –
HSG
806
Helen Stephens Group
Texas
$602K – – –
DWM
807
Dakota Wealth Management
Florida
$597K -$120K -783 -17%
MGIA
808
Moneta Group Investment Advisors
Missouri
$596K +$48K +313 +9%
FFG
809
Fiduciary Financial Group
California
$595K +$33K +215 +6%
SSWM
810
Smith Salley Wealth Management
North Carolina
$595K +$76.6K +500 +15%
SIA
811
Strategic Investment Advisors
Michigan
$593K -$8.43K -55 -1%
GBT
812
Grove Bank & Trust
Florida
$593K +$116K +759 +24%
IA
813
Invested Advisors
Pennsylvania
$588K -$18.9K -123 -3%
OL
814
Optas LLC
Texas
$588K +$1.53K +10 +0.3%
TLCM
815
Twin Lakes Capital Management
California
$585K -$11.5K -75 -2%
ACC
816
Acorn Creek Capital
Colorado
$584K +$14.3K +93 +2%
HBWM
817
Hollow Brook Wealth Management
New York
$579K – – –
HCP
818
Hexagon Capital Partners
Arkansas
$578K +$580K +3,783 New
PAMG
819
Patton Albertson Miller Group
Tennessee
$578K -$36.9K -241 -6%
LJAC
820
L.J. Altfest & Co
New York
$577K +$2.76K +18 +0.5%
MA
821
Mutual Advisors
Nebraska
$577K -$55.3K -361 -9%
AMIM
822
Aull & Monroe Investment Management
Alabama
$576K – – –
SA
823
SPWM Advisors
Michigan
$573K -$185K -1,206 -24%
AIM
824
Aspen Investment Management
Michigan
$571K -$8.28K -54 -1%
CT
825
ClearAlpha Technologies
Connecticut
$571K +$573K +3,735 New
31 32
33
34 35