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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
851
Redwood Wealth Management Group
New Jersey
$268K +$249K +2,953 New
LA
852
Latitude Advisors
Florida
$268K -$21.6K -256 -8%
SSWM
853
Smith Salley Wealth Management
North Carolina
$267K -$2.52M -29,861 -91%
DWM
854
Dorchester Wealth Management
Quebec, Canada
$267K – – –
PTP
855
Platform Technology Partners
New York
$267K -$6.49K -77 -3%
HNWAG
856
High Net Worth Advisory Group
Florida
$266K – – –
PIMG
857
Patriot Investment Management Group
Tennessee
$265K -$56.4K -670 -18%
SFS
858
Stiles Financial Services
Minnesota
$264K – – –
PWA
859
Physician Wealth Advisors
Utah
$262K -$2.53K -30 -1%
FHA
860
Flagship Harbor Advisors
Massachusetts
$261K -$2.95K -35 -1%
CCM
861
Coldstream Capital Management
Washington
$260K +$241K +2,865 New
MW
862
Marcum Wealth
Ohio
$258K -$10.2K -121 -4%
ACM
863
Allred Capital Management
Texas
$258K – – –
AIP
864
Almanack Investment Partners
Pennsylvania
$257K +$239K +2,838 New
NG
865
Northstar Group
New York
$257K -$9.27K -110 -4%
CMI
866
Clare Market Investments
Texas
$256K +$238K +2,827 New
JC
867
Jacobs & Co
California
$256K – – –
TFCP
868
Twin Focus Capital Partners
Massachusetts
$255K +$5.9K +70 +3%
KCM
869
Kendall Capital Management
Maryland
$255K -$27.4K -325 -10%
CJFS
870
Coulter & Justus Financial Services
Tennessee
$255K – – –
WAAG
871
Wealth Alliance Advisory Group
Kansas
$255K +$758 +9 +0.3%
LWM
872
Lyell Wealth Management
California
$254K – – –
SCM
873
Shelton Capital Management
Colorado
$254K – – –
OWA
874
Opal Wealth Advisors
New York
$252K +$234K +2,780 New
PAS
875
Professional Advisory Services
Florida
$252K +$234K +2,780 New
33 34
35
36 37