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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$299K +$19.3K +192 +7%
HPC
902
HM Payson & Co
Maine
$299K – – –
RFO
903
RiverGlades Family Offices
Florida
$298K – – –
WAAG
904
Wealth Alliance Advisory Group
Kansas
$298K +$20.1K +200 +8%
APF
905
Alaska Permanent Fund
Alaska
$298K +$3.01K +30 +1%
KMWM
906
Keudell/Morrison Wealth Management
Oregon
$297K -$12.6K -126 -4%
MSS
907
Mitchell Sinkler & Starr
Pennsylvania
$296K +$278K +2,765 New
SEP
908
Southland Equity Partners
Missouri
$296K -$21.8K -217 -7%
AIIMS
909
Analyst IMS Investment Management Services
Israel
$296K – – –
EWA
910
EverSource Wealth Advisors
Alabama
$295K +$63.6K +634 +31%
NRC
911
New Republic Capital
North Carolina
$295K +$27.8K +277 +11%
WAP
912
Wealthcare Advisory Partners
Pennsylvania
$293K +$277K +2,756 New
BA
913
Bristlecone Advisors
Washington
$293K – – –
SWM
914
Spire Wealth Management
Virginia
$293K -$83.4K -831 -23%
JSW
915
Journey Strategic Wealth
New Jersey
$293K +$25.3K +252 +10%
JC
916
Jacobs & Co
California
$292K – – –
IFG
917
Independent Financial Group
California
$292K +$14.7K +146 +6%
GWANC
918
Guardian Wealth Advisors (North Carolina)
North Carolina
$291K – – –
LCGC
919
Legacy Capital Group California
California
$291K +$17.6K +175 +7%
NG
920
Northstar Group
New York
$291K – – –
MSFS
921
Main Street Financial Solutions
Pennsylvania
$289K – – –
PTC
922
Philadelphia Trust Company
Pennsylvania
$289K – – –
CMS
923
Capital Market Strategies
Florida
$287K +$271K +2,700 New
KFA
924
Kapstone Financial Advisors
Ohio
$287K – – –
DAS
925
Diversify Advisory Services
Utah
$286K +$47.2K +470 +22%
35 36
37
38 39