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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
926
Community Bank & Trust (Waco, Texas)
Texas
$261K
NERM
927
New England Research & Management
Illinois
$261K
KFA
928
Kapstone Financial Advisors
Ohio
$261K
RC
929
Roundview Capital
New Jersey
$261K -$23.6K -230 -8%
SAA
930
Southeast Asset Advisors
Georgia
$260K
TFS
931
Thoroughbred Financial Services
Tennessee
$259K -$174K -1,695 -39%
OWA
932
Opal Wealth Advisors
New York
$257K +$205 +2 +0.1%
CPRC
933
Consolidated Portfolio Review Corp
New York
$256K +$5.13K +50 +2%
APF
934
Alaska Permanent Fund
Alaska
$256K +$271K +2,643 New
CC
935
Chicago Capital
Illinois
$255K
RCA
936
Resonant Capital Advisors
Wisconsin
$255K +$260K +2,534 New
SSWM
937
Sheets Smith Wealth Management
North Carolina
$254K +$17.9K +175 +7%
MFG
938
Magnus Financial Group
New York
$253K -$2.77K -27 -1%
FMWA
939
Forvis Mazars Wealth Advisors
Missouri
$253K -$120K -1,171 -31%
ACP
940
Aveo Capital Partners
Colorado
$252K +$8.61K +84 +3%
MWA
941
Meridian Wealth Advisors
Texas
$252K
WAAG
942
Wealth Alliance Advisory Group
Kansas
$251K
IFG
943
Independent Financial Group
California
$251K +$4.51K +44 +2%
PWP
944
Private Wealth Partners
California
$251K +$5.74K +56 +2%
AGC
945
Aspen Grove Capital
Colorado
$249K +$2.97K +29 +1%
FFA
946
Founders Financial Alliance
North Carolina
$249K +$264K +2,573 New
Toronto Dominion Bank
947
Toronto Dominion Bank
Ontario, Canada
$249K
GWM
948
GSB Wealth Management
Connecticut
$248K
LCGC
949
Legacy Capital Group California
California
$247K +$2.67K +26 +1%
KAM
950
Knightsbridge Asset Management
California
$247K