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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
926
JFS Wealth Advisors
Pennsylvania
$173K +$12.4K +139 +8%
CSPIA
927
Cary Street Partners Investment Advisory
Virginia
$171K +$68.6K +770 +70%
HIA
928
Harbor Investment Advisory
Maryland
$165K +$6.95K +78 +4%
ZB
929
Zions Bancorporation
Utah
$164K +$42.1K +473 +36%
GLLW
930
Graves Light Lenhart Wealth
Virginia
$162K +$12.5K +140 +9%
DSC
931
Duncker Streett & Co
Missouri
$158K -$136K -1,525 -47%
WB
932
Webster Bank
Connecticut
$151K -$11.1K -125 -7%
PFGIA
933
Patriot Financial Group Insurance Agency
Massachusetts
$149K -$25.7K -289 -15%
AWM
934
AllSquare Wealth Management
New York
$144K -$27.1K -304 -16%
IA
935
IFP Advisors
Florida
$143K +$17.5K +196 +14%
CCA
936
Column Capital Advisors
Indiana
$141K +$9.35K +105 +7%
MHR
937
Matthew Hamilton Rosenberg
$141K +$15.1K +170 +12%
BAM
938
Belpointe Asset Management
Nevada
$140K -$4.45K -50 -3%
EW
939
Evoke Wealth
California
$139K – – –
BFC
940
Bedel Financial Consulting
Indiana
$137K – – –
SIM
941
Sonora Investment Management
Arizona
$133K +$29K +326 +29%
HWA
942
Heritage Wealth Advisors
Virginia
$132K – – –
OCM
943
Orion Capital Management
California
$132K – – –
PSB
944
Piscataqua Savings Bank
New Hampshire
$130K – – –
KFS
945
Kelly Financial Services
Massachusetts
$126K – – –
FNBOSM
946
First National Bank of South Miami
Florida
$125K – – –
JWM
947
Janiczek Wealth Management
Colorado
$124K +$6.14K +69 +5%
SNT
948
Security National Trust
West Virginia
$123K -$8.64K -97 -7%
CFO
949
CVA Family Office
Colorado
$123K +$15K +169 +14%
VCM
950
Vigilant Capital Management
Maine
$120K +$3.12K +35 +3%
36 37
38
39 40