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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
901
Traveka Wealth
California
$496K -$3K -20 -0.6%
4WM
902
44 Wealth Management
Oregon
$495K -$36.6K -244 -7%
SW
903
SVB Wealth
Massachusetts
$494K -$6.6K -44 -1%
TFA
904
Tranquilli Financial Advisor
New Jersey
$494K +$8.54K +57 +2%
CIA
905
Capital Investment Advisors
Georgia
$493K +$4.05K +27 +0.9%
TFS
906
Thoroughbred Financial Services
Tennessee
$491K +$6K +40 +1%
AIM
907
Advyzon Investment Management
Illinois
$487K +$62.7K +418 +16%
MEG
908
Millstone Evans Group
Colorado
$486K – – –
LWA
909
Lantern Wealth Advisors
New York
$486K – – –
TFA
910
Transamerica Financial Advisors
Florida
$485K -$74.8K -499 -14%
BB
911
Berkshire Bank
Massachusetts
$482K +$2.55K +17 +0.6%
WWM
912
Western Wealth Management
Colorado
$482K +$12.7K +85 +3%
FCA
913
FLC Capital Advisors
California
$481K – – –
BC
914
Bridgefront Capital
Texas
$480K -$651K -4,342 -59%
MWM
915
Meridian Wealth Management
Kentucky
$480K -$880K -5,869 -66%
LG
916
LaFleur & Godfrey
Michigan
$479K -$41.8K -279 -8%
KFC
917
Klingenstein Fields & Co
New York
$478K – – –
BHWM
918
Bar Harbor Wealth Management
New Hampshire
$477K +$7.5K +50 +2%
TM
919
TigerOak Management
New Mexico
$477K -$450 -3 -0.1%
CIAS
920
Capital Investment Advisory Services
North Carolina
$477K -$1.35K -9 -0.3%
FHA
921
Flagship Harbor Advisors
Massachusetts
$476K +$7.95K +53 +2%
SIS
922
Sound Income Strategies
Florida
$475K +$369K +2,460 +429%
HFO
923
Heritage Family Offices
Arizona
$472K -$151K -1,006 -25%
PEWA
924
Pacific Excel Wealth Advisors
California
$472K +$452K +3,012 New
BSTWA
925
Blake Schutter Theil Wealth Advisors
Ohio
$472K – – –
35 36
37
38 39