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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
901
Focus Financial Network
Minnesota
$335K -$5.75K -54 -2%
CF
902
Convergence Financial
Missouri
$334K -$91K -855 -22%
CAG
903
Crestwood Advisors Group
Massachusetts
$331K +$70.4K +661 +29%
QCIG
904
Quad-Cities Investment Group
Iowa
$331K +$28.2K +265 +10%
HWMG
905
Hurlow Wealth Management Group
Indiana
$331K – – –
GL
906
Graypoint LLC
New York
$331K -$41.4K -389 -12%
SFWA
907
Summit Financial Wealth Advisors
Louisiana
$330K -$8.3K -78 -3%
WAM
908
Weatherly Asset Management
California
$330K – – –
TNB
909
Thomasville National Bank
Georgia
$328K – – –
AIP
910
Almanack Investment Partners
Pennsylvania
$328K -$11.1K -104 -3%
PI
911
PFG Investments
New York
$328K -$12.3K -116 -4%
WHC
912
Wulff, Hansen & Co
California
$327K -$1.6K -15 -0.5%
WPW
913
Watershed Private Wealth
Illinois
$327K +$312K +2,930 New
FMWA
914
Forvis Mazars Wealth Advisors
Missouri
$326K +$20.2K +190 +7%
CFG
915
Carr Financial Group
Massachusetts
$326K -$251K -2,357 -45%
TF
916
Tompkins Financial
New York
$324K – – –
GWM
917
Gibbs Wealth Management
Georgia
$323K +$69.3K +651 +29%
GCM
918
Genus Capital Management
British Columbia, Canada
$323K +$308K +2,895 New
RYIA
919
Roehl & Yi Investment Advisors
Oregon
$323K +$15.4K +145 +5%
FFS
920
Founders Financial Securities
Maryland
$322K +$9.26K +87 +3%
AIA
921
Armor Investment Advisors
North Carolina
$321K – – –
HNWAG
922
High Net Worth Advisory Group
Florida
$320K – – –
VC
923
Vicus Capital
Pennsylvania
$320K – – –
OL
924
one8zero8 LLC
North Carolina
$319K – – –
AA
925
Argent Advisors
Louisiana
$319K +$20.2K +190 +7%
35 36
37
38 39