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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
851
Partnervest Advisory Services
California
$244K +$243K +2,810 New
BCP
852
Berkeley Capital Partners
Georgia
$243K -$10.9K -126 -4%
Teacher Retirement System of Texas
853
Teacher Retirement System of Texas
Texas
$243K +$242K +2,797 New
Wealthspire Advisors (New York)
854
Wealthspire Advisors (New York)
New York
$242K -$4.33K -50 -2%
MWPCG
855
Measured Wealth Private Client Group
New Hampshire
$242K +$241K +2,778 New
CPIA
856
Cornell Pochily Investment Advisors
New York
$241K – – –
CIA
857
Compass Ion Advisors
Pennsylvania
$241K +$240K +2,768 New
LFA
858
Legacy Financial Advisors
Kentucky
$241K +$240K +2,768 New
R.M. Davis Inc
859
R.M. Davis Inc
Maine
$239K +$23.8K +275 +11%
Belpointe Asset Management
860
Belpointe Asset Management
Nevada
$238K -$56.5K -652 -19%
Thompson Siegel & Walmsley
861
Thompson Siegel & Walmsley
Virginia
$237K -$2.77K -32 -1%
OCG
862
Opus Capital Group
Ohio
$237K – – –
Washington Trust
863
Washington Trust
Rhode Island
$237K +$9.96K +115 +4%
RIA
864
Realta Investment Advisors
Delaware
$236K -$172K -1,985 -42%
RT
865
Rockland Trust
Massachusetts
$236K -$15.4K -178 -6%
SFWA
866
Summit Financial Wealth Advisors
Louisiana
$236K +$18.6K +215 +8%
SCM
867
Seascape Capital Management
New Hampshire
$235K – – –
DY
868
Dowling & Yahnke
California
$235K +$34.7K +400 +17%
WP
869
WMS Partners
Maryland
$233K – – –
BAS
870
Brown Advisory Securities
Maryland
$231K – – –
Chicago Capital
871
Chicago Capital
Illinois
$230K – – –
NCM
872
Noesis Capital Mangement
Florida
$230K – – –
WI
873
Wintrust Investments
Illinois
$229K -$9.44K -109 -4%
Forvis Mazars Wealth Advisors
874
Forvis Mazars Wealth Advisors
Missouri
$229K -$4.33K -50 -2%
SSA
875
South Street Advisors
New York
$226K – – –