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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
901
Summit Financial Wealth Advisors
Louisiana
$497K +$899 +6 +0.2%
AWM
902
Allen Wealth Management
North Carolina
$497K -$180K -1,200 -27%
TW
903
Traveka Wealth
California
$496K -$3K -20 -0.6%
4WM
904
44 Wealth Management
Oregon
$495K -$36.6K -244 -7%
SW
905
SVB Wealth
Massachusetts
$494K -$6.6K -44 -1%
TFA
906
Tranquilli Financial Advisor
New Jersey
$494K +$8.54K +57 +2%
CIA
907
Capital Investment Advisors
Georgia
$493K +$4.05K +27 +0.9%
TFS
908
Thoroughbred Financial Services
Tennessee
$491K +$6K +40 +1%
AIM
909
Advyzon Investment Management
Illinois
$487K +$62.7K +418 +16%
MEG
910
Millstone Evans Group
Colorado
$486K – – –
LWA
911
Lantern Wealth Advisors
New York
$486K – – –
TFA
912
Transamerica Financial Advisors
Florida
$485K -$74.8K -499 -14%
BB
913
Berkshire Bank
Massachusetts
$482K +$2.55K +17 +0.6%
WWM
914
Western Wealth Management
Colorado
$482K +$12.7K +85 +3%
FCA
915
FLC Capital Advisors
California
$481K – – –
BC
916
Bridgefront Capital
Texas
$480K -$651K -4,342 -59%
MWM
917
Meridian Wealth Management
Kentucky
$480K -$880K -5,869 -66%
LG
918
LaFleur & Godfrey
Michigan
$479K -$41.8K -279 -8%
KFC
919
Klingenstein Fields & Co
New York
$478K – – –
BHWM
920
Bar Harbor Wealth Management
New Hampshire
$477K +$7.5K +50 +2%
TM
921
TigerOak Management
New Mexico
$477K -$450 -3 -0.1%
CIAS
922
Capital Investment Advisory Services
North Carolina
$477K -$1.35K -9 -0.3%
FHA
923
Flagship Harbor Advisors
Massachusetts
$476K +$7.95K +53 +2%
SIS
924
Sound Income Strategies
Florida
$475K +$369K +2,460 +429%
HFO
925
Heritage Family Offices
Arizona
$472K -$151K -1,006 -25%
35 36
37
38 39