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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
926
Brady Family Wealth
Missouri
$275K -$45.7K -429 -13%
GTAM
927
Global Trust Asset Management
Florida
$275K -$3.2K -30 -1%
SMA
928
Sage Mountain Advisors
Georgia
$274K -$83.5K -783 -22%
WANY
929
Wealthspire Advisors (New York)
New York
$273K -$46.9K -440 -14%
RC
930
Roundview Capital
New Jersey
$273K +$15.9K +149 +6%
RFO
931
RiverGlades Family Offices
Florida
$272K – – –
FPW
932
Flywheel Private Wealth
California
$272K +$298K +2,797 New
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$271K -$19.7K -185 -6%
AA
934
Addison Advisors
Vermont
$271K +$533 +5 +0.2%
AIIMS
935
Analyst IMS Investment Management Services
Israel
$271K – – –
EIM
936
Essex Investment Management
Massachusetts
$270K – – –
FFS
937
Founders Financial Securities
Maryland
$270K -$5.33K -50 -2%
AL
938
Aspiriant LLC
California
$270K -$3.95K -37 -1%
LCGC
939
Legacy Capital Group California
California
$269K – – –
SAM
940
Synergy Asset Management
Washington
$269K +$286K +2,686 New
RYIA
941
Roehl & Yi Investment Advisors
Oregon
$267K +$293K +2,748 New
JC
942
Jacobs & Co
California
$267K – – –
FMWA
943
Forvis Mazars Wealth Advisors
Missouri
$266K -$4.48K -42 -2%
LI
944
LRI Investments
Florida
$266K -$213K -2,000 -42%
GWANC
945
Guardian Wealth Advisors (North Carolina)
North Carolina
$266K – – –
NG
946
Northstar Group
New York
$266K – – –
KMWM
947
Keudell/Morrison Wealth Management
Oregon
$265K +$746 +7 +0.3%
MHC
948
May Hill Capital
Massachusetts
$265K +$290K +2,724 New
PTC
949
Philadelphia Trust Company
Pennsylvania
$264K – – –
KA
950
Klingman & Associates
New York
$264K +$7.46K +70 +3%
36 37
38
39 40