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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
851
West Coast Financial
California
$316K -$19.3K -200 -6%
SW
852
StrongBox Wealth
Missouri
$316K +$41.5K +430 +16%
PCA
853
Peddock Capital Advisors
Massachusetts
$315K – – –
PMAM
854
Penn Mutual Asset Management
Pennsylvania
$315K -$96.5K -1,000 -24%
AHL
855
Abel Hall LLC
Louisiana
$314K +$300K +3,110 New
LCM
856
LCM Capital Management
Illinois
$313K +$1.74K +18 +0.6%
ACC
857
Acorn Creek Capital
Colorado
$312K +$298K +3,086 New
AA
858
Ancora Advisors
Ohio
$310K -$30.8K -319 -9%
BC
859
Belmont Capital
California
$309K – – –
PWP
860
Pursue Wealth Partners
California
$308K – – –
CCFCSB
861
Cape Cod Five Cents Savings Bank
Massachusetts
$308K -$301K -3,119 -51%
SL
862
Sentry LLC
Tennessee
$307K – – –
AIA
863
Angeles Investment Advisors
California
$306K +$19.4K +201 +7%
WA1
864
Wimmer Associates 1
California
$306K -$16.9K -175 -5%
V
865
ViaWealth
Kansas
$305K – – –
RWA
866
River Wealth Advisors
Pennsylvania
$304K +$291K +3,010 New
JC
867
Jacobs & Co
California
$300K +$14.5K +150 +5%
HWMG
868
Hurlow Wealth Management Group
Indiana
$300K – – –
CCIA
869
Campbell & Co Investment Adviser
Maryland
$300K +$286K +2,967 New
SEP
870
Southland Equity Partners
Missouri
$299K +$2.12K +22 +0.7%
ATPW
871
Ashton Thomas Private Wealth
Arizona
$299K – – –
SEIA
872
Signature Estate & Investment Advisors
California
$299K -$11K -114 -4%
LA
873
Latitude Advisors
Florida
$298K – – –
DWM
874
Dorchester Wealth Management
Quebec, Canada
$297K – – –
CWP
875
Curated Wealth Partners
California
$297K – – –
33 34
35
36 37