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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
VC
826
Vicus Capital
Pennsylvania
$307K -$62.3K -623 -17%
AP
827
Appleton Partners
Massachusetts
$307K +$5.5K +55 +2%
CHA
828
Carmichael Hill & Associates
Maryland
$306K
V
829
ViaWealth
Kansas
$305K
SFS
830
Stiles Financial Services
Minnesota
$303K +$4.5K +45 +2%
SEIA
831
Signature Estate & Investment Advisors
California
$303K +$301K +3,008 New
WAM
832
Weatherly Asset Management
California
$303K -$5K -50 -2%
EH
833
Equitable Holdings
New York
$303K -$300 -3 -0.1%
AL
834
Aspiriant LLC
California
$301K +$24.5K +245 +9%
ClearBridge Investments
835
ClearBridge Investments
New York
$300K -$500 -5 -0.2%
HWMG
836
Hurlow Wealth Management Group
Indiana
$300K
RC
837
Roundview Capital
New Jersey
$299K
KFI
838
Key Financial Inc
Pennsylvania
$299K +$10K +100 +3%
LCM
839
LCM Capital Management
Illinois
$298K +$6.8K +68 +2%
LA
840
Latitude Advisors
Florida
$298K
DWM
841
Dorchester Wealth Management
Quebec, Canada
$297K
WHC
842
Wulff, Hansen & Co
California
$297K
SW
843
StrongBox Wealth
Missouri
$297K +$10K +100 +4%
FTA
844
Financial & Tax Architects
Missouri
$295K -$35.3K -353 -11%
GTAM
845
Global Trust Asset Management
Florida
$294K
AIP
846
Almanack Investment Partners
Pennsylvania
$292K +$5.6K +56 +2%
AWM
847
Angeles Wealth Management
California
$292K +$9K +90 +3%
HNWAG
848
High Net Worth Advisory Group
Florida
$290K -$5.8K -58 -2%
ACM
849
Allred Capital Management
Texas
$290K
SEP
850
Southland Equity Partners
Missouri
$287K +$15.2K +152 +6%