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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
926
Whalerock Point Partners
Rhode Island
$241K
PJSIMP
927
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
LSA
928
Lion Street Advisors
Texas
$239K +$5.5K +55 +2%
BFC
929
Blue Fin Capital
Rhode Island
$239K
EWA
930
EverSource Wealth Advisors
Alabama
$239K +$40.3K +403 +21%
CIC
931
Chilton Investment Company
Connecticut
$238K +$236K +2,361 New
ACP
932
Aveo Capital Partners
Colorado
$238K -$320K -3,195 -58%
Vanguard Capital Wealth Advisors
933
Vanguard Capital Wealth Advisors
Colorado
$238K
EL
934
Essex LLC
Illinois
$237K
GFG
935
Goldstone Financial Group
Illinois
$237K -$6.5K -65 -3%
GLA
936
Good Life Advisors
Pennsylvania
$237K +$700 +7 +0.3%
CC
937
Courier Capital
New York
$237K -$110K -1,097 -32%
CIC
938
Crawford Investment Counsel
Georgia
$237K +$10.4K +104 +5%
SXL
939
Summit X LLC
Missouri
$237K +$8.6K +86 +4%
SAG
940
SageView Advisory Group
California
$236K -$27.7K -277 -11%
GWANC
941
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K -$3.4K -34 -1%
CBT
942
CoreFirst Bank & Trust
Kansas
$235K
KCFA
943
Key Client Fiduciary Advisors
New Jersey
$235K
9WM
944
9258 Wealth Management
Ohio
$234K -$1.6K -16 -0.7%
MW
945
Marcum Wealth
Ohio
$234K -$41.8K -418 -15%
TF
946
Tompkins Financial
New York
$233K -$33.4K -334 -13%
SW
947
SteelPeak Wealth
California
$232K +$230K +2,300 New
VCM
948
Vigilant Capital Management
Maine
$232K +$8.5K +85 +4%
MSFS
949
Main Street Financial Solutions
Pennsylvania
$232K -$11.9K -119 -5%
HH
950
HWG Holdings
Texas
$231K +$229K +2,290 New