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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
876
Private Capital Group
Connecticut
$201K +$630 +7 +0.3%
IA
877
IFG Advisory
Georgia
$200K -$6.84K -76 -3%
GB
878
Goepper Burkhardt
South Carolina
$200K – – –
SSWM
879
Sheets Smith Wealth Management
North Carolina
$200K – – –
PCA
880
Personal Capital Advisors
California
$200K +$220K +2,446 New
IRAG
881
Investment Research & Advisory Group
Georgia
$198K – – –
NEAM
882
New England Asset Management
Connecticut
$184K – – –
EBA
883
Eagle Bay Advisors
New York
$183K +$93.3K +1,037 +86%
BWP
884
Baldwin Wealth Partners
Massachusetts
$179K +$6.84K +76 +4%
CT
885
Clearstead Trust
Maine
$170K – – –
FPB
886
First PREMIER Bank
South Dakota
$169K – – –
TSW
887
Thompson Siegel & Walmsley
Virginia
$167K -$34.6K -385 -16%
ZB
888
Zions Bancorporation
Utah
$165K +$19.6K +218 +12%
TFS
889
TrustCore Financial Services
Tennessee
$164K -$270 -3 -0.1%
AWA
890
Arkadios Wealth Advisors
Georgia
$162K -$20.8K -231 -10%
EDRH
891
Edmond de Rothschild Holding
Switzerland
$162K +$107K +1,186 +148%
NSIM
892
North Star Investment Management
Illinois
$160K – – –
GLLW
893
Graves Light Lenhart Wealth
Virginia
$151K +$6.12K +68 +4%
HIA
894
Harbor Investment Advisory
Maryland
$148K – – –
FP
895
Financial Perspectives
Minnesota
$144K -$270K -3,005 -63%
DSC
896
Duncker Streett & Co
Missouri
$142K – – –
BAM
897
Belpointe Asset Management
Nevada
$138K +$14.4K +160 +10%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$2.25K +25 +2%
CFG
899
CKW Financial Group
Hawaii
$136K +$40.5K +450 +37%
SIM
900
Sonora Investment Management
Arizona
$134K +$16K +178 +12%
34 35
36
37 38