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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
851
Wealthspire Advisors (New York)
New York
$259K -$208K -2,382 -46%
WAAG
852
Wealth Alliance Advisory Group
Kansas
$259K
APWM
853
Argonautica Private Wealth Management
Massachusetts
$258K -$35.4K -405 -13%
BTI
854
Blue Trust Inc
Georgia
$258K -$29.5K -338 -11%
D.E. Shaw & Co
855
D.E. Shaw & Co
New York
$258K -$1.8M -20,643 -88%
RFO
856
RiverGlades Family Offices
Florida
$258K -$181K -2,075 -43%
LWM
857
Lyell Wealth Management
California
$258K
AWM
858
Angeles Wealth Management
California
$258K -$27.1K -310 -10%
OWA
859
Opal Wealth Advisors
New York
$257K +$1.57K +18 +0.6%
CWM
860
Cornerstone Wealth Management
Missouri
$257K +$244K +2,795 New
AAS
861
Annex Advisory Services
Wisconsin
$256K -$26K -298 -10%
KCM
862
Kendall Capital Management
Maryland
$255K -$4.02K -46 -2%
BP
863
BBR Partners
New York
$255K +$17.8K +204 +8%
IWM
864
IHT Wealth Management
Illinois
$254K +$12.1K +138 +5%
BA
865
Bristlecone Advisors
Washington
$253K -$699 -8 -0.3%
CAM
866
Cozad Asset Management
Illinois
$253K -$89.5K -1,025 -27%
RWMG
867
Redwood Wealth Management Group
New Jersey
$253K -$17.5K -200 -7%
GA
868
GFS Advisors
Texas
$253K
RPCONE
869
Retirement Planning Company of New England
Rhode Island
$252K +$1.66K +19 +0.7%
MW
870
Marcum Wealth
Ohio
$252K -$9.61K -110 -4%
AL
871
Aspiriant LLC
California
$252K +$43.7K +500 +22%
PFSC
872
Peoples Financial Services Corp
Pennsylvania
$251K -$30.3K -347 -11%
SWM
873
SeaCrest Wealth Management
New York
$250K +$29.2K +334 +14%
SEP
874
Southland Equity Partners
Missouri
$248K +$4.89K +56 +2%
BFC
875
Blue Fin Capital
Rhode Island
$247K -$8.82K -101 -4%