We are live on ! Find out more
NVS icon

Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PEWA
926
Pacific Excel Wealth Advisors
California
$472K +$452K +3,012 New
BSTWA
927
Blake Schutter Theil Wealth Advisors
Ohio
$472K – – –
JHC
928
J. Hagan Capital
Kentucky
$472K – – –
SL
929
Sentry LLC
Tennessee
$472K – – –
BIA
930
Beacon Investment Advisors
Maryland
$470K – – –
BF
931
Brucke Financial
Indiana
$470K -$232K -1,545 -34%
AHB
932
Abner Herrman & Brock
New Jersey
$470K – – –
SGCM
933
Sanchez Gaunt Capital Management
Nevada
$470K +$2.85K +19 +0.6%
XWL
934
XXI Wealth LLC
Illinois
$467K +$77.1K +514 +21%
PCM
935
Pointe Capital Management
Michigan
$467K – – –
AC
936
Apella Capital
Connecticut
$465K +$7.79K +52 +2%
RSWM
937
Robertson Stephens Wealth Management
California
$464K -$3.9K -26 -0.9%
PTP
938
Platform Technology Partners
New York
$464K -$3.6K -24 -0.8%
BCB
939
Brian C. Broderick
$462K -$26.2K -175 -6%
LI
940
LRI Investments
Florida
$460K – – –
EFG
941
Ethos Financial Group
Pennsylvania
$459K -$14.1K -94 -3%
BW
942
BIP Wealth
Georgia
$459K +$137K +915 +45%
RA
943
Range Advisory
Virginia
$456K +$436K +2,911 New
CCM
944
Canal Capital Management
Virginia
$455K – – –
SP
945
SIH Partners
Delaware
$455K – – –
HFM
946
Harvest Fund Management
China
$454K – – –
NPT
947
National Philanthropic Trust
Pennsylvania
$454K – – –
SA
948
SPWM Advisors
Michigan
$453K -$138K -921 -24%
PFWA
949
Paces Ferry Wealth Advisors
Georgia
$452K -$21.9K -146 -5%
SSCA
950
South Shore Capital Advisors
Massachusetts
$450K -$4.04M -26,933 -90%