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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
TI
926
tru Independence
Oregon
$172K
CT
927
Clearstead Trust
Maine
$171K
FPB
928
First PREMIER Bank
South Dakota
$171K
SAM
929
Security Asset Management
New York
$168K
SMFS
930
Squar Milner Financial Services
California
$167K -$194K -2,173 -52%
GRP
931
Global Retirement Partners
California
$167K +$18.2K +204 +11%
1W
932
1776 Wealth
Georgia
$166K
SC
933
Sawyer & Company
Massachusetts
$161K -$13.4K -150 -7%
BWP
934
Baldwin Wealth Partners
Massachusetts
$156K +$4.28K +48 +3%
CFGS
935
Concourse Financial Group Securities
Alabama
$153K +$11.4K +128 +7%
CCA
936
Column Capital Advisors
Indiana
$150K -$7.05K -79 -4%
TFS
937
TrustCore Financial Services
Tennessee
$148K
ZB
938
Zions Bancorporation
Utah
$140K -$88K -986 -37%
CFN
939
Cordasco Financial Network
Florida
$140K
EI
940
Ellevest Inc
New York
$140K +$87.6K +982 +137%
LWM
941
Liberty Wealth Management
California
$135K -$201K -2,257 -58%
SNT
942
Security National Trust
West Virginia
$132K +$4.19K +47 +3%
HWA
943
Heritage Wealth Advisors
Virginia
$131K
RMC
944
Resources Management Corp
Connecticut
$129K -$1.34K -15 -1%
AWM
945
AllSquare Wealth Management
New York
$122K
Mitsubishi UFJ Asset Management
946
Mitsubishi UFJ Asset Management
Japan
$122K +$30.2K +339 +30%
CMBA
947
C.M. Bidwell & Associates
Hawaii
$120K -$25.4K -285 -16%
FWM
948
FSA Wealth Management
Massachusetts
$119K +$7.14K +80 +6%
KPCM
949
Kings Point Capital Management
New York
$117K -$44.6K -500 -26%
CBT
950
Capital Bank & Trust
California
$117K -$38.9K -436 -23%