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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
926
Allred Capital Management
Texas
$265K -$23.7K -246 -9%
MWA
927
Meridian Wealth Advisors
Texas
$263K – – –
WAAG
928
Wealth Alliance Advisory Group
Kansas
$263K – – –
CPRC
929
Consolidated Portfolio Review Corp
New York
$262K -$42.9K -444 -15%
ClearBridge Investments
930
ClearBridge Investments
New York
$262K -$98.6K -1,021 -28%
Blue Trust Inc
931
Blue Trust Inc
Georgia
$261K +$3.28K +34 +1%
Toronto Dominion Bank
932
Toronto Dominion Bank
Ontario, Canada
$259K – – –
GM
933
GeoWealth Management
Illinois
$259K +$249K +2,576 New
GWM
934
GSB Wealth Management
Connecticut
$259K – – –
Independent Financial Group
935
Independent Financial Group
California
$258K +$4.83K +50 +2%
NCM
936
Northside Capital Management
Oregon
$257K – – –
OWM
937
OneAscent Wealth Management
Alabama
$256K +$7.24K +75 +3%
MIM
938
Merrion Investment Management
New Jersey
$256K – – –
ES
939
Eagle Strategies
New York
$256K – – –
PWP
940
Private Wealth Partners
California
$256K – – –
Koshinski Asset Management
941
Koshinski Asset Management
Illinois
$256K +$42K +435 +21%
LCGC
942
Legacy Capital Group California
California
$256K +$244K +2,531 New
CWM
943
Connecticut Wealth Management
Connecticut
$255K +$14.6K +151 +6%
IFP Advisors
944
IFP Advisors
Florida
$254K -$142K -1,466 -37%
AP
945
Appleton Partners
Massachusetts
$254K -$1.74K -18 -0.7%
ACP
946
Aveo Capital Partners
Colorado
$253K +$26.5K +275 +12%
SPWM
947
Straight Path Wealth Management
Michigan
$253K – – –
PWLP
948
Prio Wealth Limited Partnership
Massachusetts
$253K +$10.6K +110 +5%
CWM
949
Cornerstone Wealth Management
Missouri
$252K +$6.85K +71 +3%
AIIMS
950
Analyst IMS Investment Management Services
Israel
$252K – – –