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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
901
Adero Partners
California
$323K +$99.2K +874 +45%
RFO
902
RiverGlades Family Offices
Florida
$322K – – –
WAAG
903
Wealth Alliance Advisory Group
Kansas
$322K – – –
AA
904
Addison Advisors
Vermont
$320K +$13.7K +121 +5%
AIIMS
905
Analyst IMS Investment Management Services
Israel
$320K – – –
FMWA
906
Forvis Mazars Wealth Advisors
Missouri
$320K -$3.29K -29 -1%
EIM
907
Essex Investment Management
Massachusetts
$319K -$96.4K -850 -23%
JSW
908
Journey Strategic Wealth
New Jersey
$319K +$3.06K +27 +1%
LCGC
909
Legacy Capital Group California
California
$318K +$3.4K +30 +1%
ACGA
910
Atlanta Consulting Group Advisors
Georgia
$317K +$312K +2,754 New
JC
911
Jacobs & Co
California
$316K – – –
GWANC
912
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K – – –
NG
913
Northstar Group
New York
$314K – – –
KMWM
914
Keudell/Morrison Wealth Management
Oregon
$313K -$8.4K -74 -3%
CHA
915
Carmichael Hill & Associates
Maryland
$312K -$24.1K -212 -7%
PTC
916
Philadelphia Trust Company
Pennsylvania
$312K – – –
KFA
917
Kapstone Financial Advisors
Ohio
$312K – – –
EWA
918
EverSource Wealth Advisors
Alabama
$311K +$6.81K +60 +2%
QCIG
919
Quad-Cities Investment Group
Iowa
$311K -$50K -441 -14%
CMS
920
Capital Market Strategies
Florida
$311K – – –
BGAI
921
Bruce G. Allen Investments
Colorado
$310K +$19.3K +170 +7%
OAM
922
Occidental Asset Management
California
$309K +$22.7K +200 +8%
FTIS
923
First Trust Investment Solutions
Florida
$309K +$305K +2,688 New
AA
924
Argent Advisors
Louisiana
$307K -$76K -670 -20%
APF
925
Alaska Permanent Fund
Alaska
$307K – – –
35 36
37
38 39