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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
851
Key Financial Inc
Pennsylvania
$301K – – –
RC
852
Roundview Capital
New Jersey
$301K – – –
HPC
853
HM Payson & Co
Maine
$301K +$53.3K +525 +22%
LA
854
Latitude Advisors
Florida
$301K – – –
DWM
855
Dorchester Wealth Management
Quebec, Canada
$300K – – –
SEP
856
Southland Equity Partners
Missouri
$300K +$9.95K +98 +3%
PTP
857
Platform Technology Partners
New York
$300K – – –
FPWM
858
FSB Premier Wealth Management
Iowa
$300K +$41.6K +410 +16%
CWP
859
Curated Wealth Partners
California
$300K -$125K -1,227 -29%
CIA
860
Compass Ion Advisors
Pennsylvania
$299K +$298K +2,937 New
AIP
861
Almanack Investment Partners
Pennsylvania
$295K – – –
OL
862
Optas LLC
Texas
$295K +$24.1K +237 +9%
ECG
863
Edge Capital Group
Georgia
$293K -$18.3K -180 -6%
AGC
864
Aspen Grove Capital
Colorado
$293K +$20.6K +203 +8%
HNWAG
865
High Net Worth Advisory Group
Florida
$292K – – –
ACM
866
Allred Capital Management
Texas
$292K – – –
GTAM
867
Global Trust Asset Management
Florida
$292K -$4.77K -47 -2%
ST
868
Smithfield Trust
Pennsylvania
$292K -$46.1K -454 -14%
GLA
869
Great Lakes Advisors
Illinois
$291K +$21.7K +214 +8%
LWM
870
Liberty Wealth Management
California
$290K +$4.26K +42 +2%
GWANC
871
Guardian Wealth Advisors (North Carolina)
North Carolina
$289K +$51K +502 +21%
FTA
872
Financial & Tax Architects
Missouri
$289K -$8.32K -82 -3%
AIA
873
Angeles Investment Advisors
California
$288K -$69.6K -686 -20%
BGC
874
Beutel, Goodman & Co
Ontario, Canada
$288K +$22.8K +225 +9%
JC
875
Jacobs & Co
California
$287K – – –
33 34
35
36 37