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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
851
CoreFirst Bank & Trust
Kansas
$552K +$5.25K +35 +1%
JRPIM
852
Journey Retirement Planning & Investment Management
Idaho
$551K -$7.65K -51 -1%
GCM
853
Gallacher Capital Management
Colorado
$551K -$414K -2,759 -44%
OFO
854
OneAscent Family Office
Alabama
$550K +$61.8K +412 +13%
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
$549K -$11.5K -77 -2%
YIA
856
YHB Investment Advisors
Connecticut
$549K -$7.5K -50 -1%
CI
857
Cherokee Insurance
Michigan
$549K – – –
CCM
858
Crew Capital Management
Ohio
$548K – – –
NDSI
859
Newman Dignan & Sheerar Inc
Rhode Island
$548K – – –
5NPW
860
55 North Private Wealth
Florida
$548K +$144K +958 +38%
BMCM
861
Burns Matteson Capital Management
New York
$545K +$4.65K +31 +0.9%
NL
862
NWAM LLC
Washington
$544K -$6.9K -46 -1%
CP
863
Canopy Partners
Ohio
$542K -$3.15K -21 -0.6%
IA
864
Invested Advisors
Pennsylvania
$541K -$59.4K -396 -10%
VV
865
Verity & Verity
South Carolina
$541K -$3.75K -25 -0.7%
HCA
866
Heck Capital Advisors
Wisconsin
$535K +$750 +5 +0.1%
IC
867
Inscription Capital
Texas
$535K +$86.5K +577 +20%
VIP
868
Viewpoint Investment Partners
Alberta, Canada
$533K – – –
CPIG
869
Chicago Partners Investment Group
Illinois
$532K +$28.3K +189 +6%
RHAM
870
Round Hill Asset Management
California
$532K – – –
RWM
871
Revisor Wealth Management
Ohio
$527K -$9.29K -62 -2%
MFF
872
Michels Family Financial
Texas
$524K – – –
LCM
873
LCM Capital Management
Illinois
$524K +$10.3K +69 +2%
CL
874
CPWA LLC
Oregon
$523K – – –
RFG
875
Range Financial Group
Oregon
$523K +$4.35K +29 +0.9%
33 34
35
36 37