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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
926
Proficio Capital Partners
Massachusetts
$201K +$211K +2,350 New
DWM
927
Defined Wealth Management
Oregon
$200K -$57.4K -640 -22%
TFS
928
TrustCore Financial Services
Tennessee
$197K +$21.6K +241 +12%
NEAM
929
New England Asset Management
Connecticut
$192K – – –
BWP
930
Baldwin Wealth Partners
Massachusetts
$186K +$19.5K +217 +11%
CBT
931
CoreFirst Bank & Trust
Kansas
$183K – – –
HWMA
932
Heritage Wealth Management (Arizona)
Arizona
$179K +$188K +2,091 New
CT
933
Clearstead Trust
Maine
$177K – – –
FPB
934
First PREMIER Bank
South Dakota
$177K – – –
PCG
935
Private Capital Group
Connecticut
$176K -$193K -2,153 -51%
IAIM
936
International Assets Investment Management
Florida
$175K – – –
MC
937
Maverick Capital
Texas
$170K +$178K +1,987 New
PFGIA
938
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$20.7K +231 +14%
NSIM
939
North Star Investment Management
Illinois
$163K +$1.26K +14 +0.7%
AWM
940
AllSquare Wealth Management
New York
$161K – – –
OIA
941
Optimum Investment Advisors
Illinois
$159K -$53.8K -600 -24%
SBL
942
Sargent Bickham Lagudis
Colorado
$158K +$144K +1,607 +659%
WB
943
Webster Bank
Connecticut
$151K -$15.6K -174 -9%
JWA
944
JFS Wealth Advisors
Pennsylvania
$150K +$34.5K +385 +28%
HIA
945
Harbor Investment Advisory
Maryland
$148K -$28.2K -314 -15%
GLLW
946
Graves Light Lenhart Wealth
Virginia
$140K -$3.77K -42 -3%
BAM
947
Belpointe Asset Management
Nevada
$134K -$36.2K -403 -20%
EW
948
Evoke Wealth
California
$130K +$100K +1,116 +276%
BFC
949
Bedel Financial Consulting
Indiana
$128K +$48.7K +543 +57%
OCM
950
Orion Capital Management
California
$124K – – –
36 37
38
39 40