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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
851
Arete Wealth Advisors
Illinois
$371K -$29.5K -277 -8%
LCM
852
LCM Capital Management
Illinois
$370K +$6.17K +58 +2%
JSW
853
Journey Strategic Wealth
New Jersey
$368K +$43.8K +411 +14%
NCM
854
Northside Capital Management
Oregon
$367K – – –
CT
855
Caldwell Trust
Florida
$364K -$6.71K -63 -2%
HIP
856
HUB Investment Partners
Texas
$363K +$25.7K +241 +8%
CIAS
857
Capital Investment Advisory Services
North Carolina
$362K +$12.3K +116 +4%
PFWA
858
Paces Ferry Wealth Advisors
Georgia
$361K -$19.8K -186 -5%
SB
859
SIG Brokerage
New York
$361K +$345K +3,239 New
CCM
860
Canal Capital Management
Virginia
$360K – – –
MW
861
Maia Wealth
Colorado
$360K +$2.34K +22 +0.7%
SFS
862
Stiles Financial Services
Minnesota
$357K -$5.64K -53 -2%
IWA
863
Icon Wealth Advisors
Texas
$355K +$17.5K +164 +5%
MSS
864
Mitchell Sinkler & Starr
Pennsylvania
$355K -$19.4K -182 -5%
PCA
865
Peddock Capital Advisors
Massachusetts
$355K +$6.17K +58 +2%
HCP
866
Hexagon Capital Partners
Arkansas
$353K -$8.2K -77 -2%
FHA
867
Flagship Harbor Advisors
Massachusetts
$351K -$74.1K -696 -18%
WC
868
Woodstock Corp
Massachusetts
$350K -$16K -150 -5%
PDL
869
Portfolio Design Labs
California
$350K +$31.6K +297 +10%
CCG
870
Cypress Capital Group
Florida
$350K -$2.13K -20 -0.6%
CCFCSB
871
Cape Cod Five Cents Savings Bank
Massachusetts
$350K – – –
RSWM
872
Robertson Stephens Wealth Management
California
$349K -$41.7K -392 -11%
MEG
873
Millstone Evans Group
Colorado
$349K – – –
V
874
ViaWealth
Kansas
$349K – – –
IA
875
Integrity Alliance
Iowa
$348K +$333K +3,124 New
33 34
35
36 37