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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
926
Elmwood Wealth Management
California
$306K
CWM
927
Cornerstone Wealth Management
Missouri
$306K +$16.5K +145 +6%
RC
928
Roundview Capital
New Jersey
$306K
CIA
929
Compass Ion Advisors
Pennsylvania
$306K -$5.33K -47 -2%
IFG
930
Independent Financial Group
California
$305K -$10.2K -90 -3%
CBTWT
931
Community Bank & Trust (Waco, Texas)
Texas
$305K -$2.27K -20 -0.7%
SW
932
SteelPeak Wealth
California
$305K +$59.1K +521 +24%
MFG
933
Magnus Financial Group
New York
$304K
KA
934
Klingman & Associates
New York
$303K +$1.48K +13 +0.5%
PTP
935
Platform Technology Partners
New York
$302K -$6.13K -54 -2%
SAA
936
Southeast Asset Advisors
Georgia
$301K
MWA
937
Meridian Wealth Advisors
Texas
$299K
CPRC
938
Consolidated Portfolio Review Corp
New York
$299K
FFA
939
Founders Financial Alliance
North Carolina
$296K
SWM
940
Spire Wealth Management
Virginia
$296K -$20.4K -180 -7%
ES
941
Eagle Strategies
New York
$296K
HCM
942
Hutner Capital Management
Vermont
$296K +$73.4K +647 +34%
GWM
943
GSB Wealth Management
Connecticut
$295K
BP
944
BBR Partners
New York
$295K
AEPWM
945
Atlantic Edge Private Wealth Management
Florida
$294K +$8.51K +75 +3%
NCM
946
Northside Capital Management
Oregon
$293K
MWM
947
Mosley Wealth Management
California
$293K +$32.9K +290 +13%
MIM
948
Merrion Investment Management
New Jersey
$292K
RCA
949
Resonant Capital Advisors
Wisconsin
$289K +$1.02K +9 +0.4%
IPW
950
Intergy Private Wealth
Colorado
$287K +$31.3K +276 +12%