We are live on ! Find out more
NVS icon

Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
876
Leonard Rickey Investment Advisors
Washington
$286K +$33.7K +332 +13%
RFO
877
RiverGlades Family Offices
Florida
$285K – – –
SCM
878
Shelton Capital Management
Colorado
$285K – – –
EWM
879
Empirical Wealth Management
Washington
$285K +$284K +2,799 New
SWM
880
SeaCrest Wealth Management
New York
$284K +$31.9K +314 +13%
FPAS
881
Focus Partners Advisor Solutions
Missouri
$283K +$36.6K +361 +15%
BFA
882
Buttonwood Financial Advisors
Maryland
$283K +$282K +2,775 New
BP
883
BBR Partners
New York
$282K – – –
BA
884
Bristlecone Advisors
Washington
$281K – – –
GA
885
GFS Advisors
Texas
$280K – – –
MGWM
886
Marks Group Wealth Management
Minnesota
$278K +$60.2K +593 +28%
NG
887
Northstar Group
New York
$278K -$10.2K -100 -4%
PFSC
888
Peoples Financial Services Corp
Pennsylvania
$278K -$203 -2 -0.1%
KA
889
Klingman & Associates
New York
$277K +$276K +2,715 New
PTC
890
Philadelphia Trust Company
Pennsylvania
$276K – – –
P
891
Palladiem
Pennsylvania
$276K +$18.8K +185 +7%
NERM
892
New England Research & Management
Illinois
$275K +$274K +2,695 New
SW
893
StrongBox Wealth
Missouri
$275K -$24.9K -245 -8%
KFA
894
Kapstone Financial Advisors
Ohio
$275K – – –
PIMG
895
Patriot Investment Management Group
Tennessee
$274K -$3.04K -30 -1%
SAA
896
Southeast Asset Advisors
Georgia
$273K +$272K +2,684 New
HCP
897
Hexagon Capital Partners
Arkansas
$273K +$15.6K +154 +6%
OWA
898
Opal Wealth Advisors
New York
$271K -$13.1K -129 -5%
WP
899
WealthSpring Partners
California
$271K – – –
CW
900
Connectus Wealth
Ohio
$270K +$269K +2,646 New
34 35
36
37 38