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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
926
Brady Family Wealth
Missouri
$316K – – –
KMWM
927
Keudell/Morrison Wealth Management
Oregon
$315K +$11.1K +104 +4%
GTAM
928
Global Trust Asset Management
Florida
$315K – – –
AA
929
Ancora Advisors
Ohio
$313K -$28.6K -269 -9%
RFO
930
RiverGlades Family Offices
Florida
$312K – – –
FPW
931
Flywheel Private Wealth
California
$312K – – –
AIIMS
932
Analyst IMS Investment Management Services
Israel
$310K – – –
CS
933
Cannell & Spears
New York
$310K -$295K -2,767 -50%
EIM
934
Essex Investment Management
Massachusetts
$309K – – –
OAM
935
Occidental Asset Management
California
$309K +$8.3K +78 +3%
AWM
936
Aprio Wealth Management
Georgia
$308K +$294K +2,762 New
IWM
937
IHT Wealth Management
Illinois
$307K +$37.8K +355 +15%
IPW
938
Intergy Private Wealth
Colorado
$307K +$11.1K +104 +4%
AA
939
Addison Advisors
Vermont
$305K -$5.54K -52 -2%
LI
940
LRI Investments
Florida
$305K – – –
GWANC
941
Guardian Wealth Advisors (North Carolina)
North Carolina
$305K – – –
NG
942
Northstar Group
New York
$304K – – –
X
943
Xponance
Pennsylvania
$304K +$13.3K +125 +5%
APF
944
Alaska Permanent Fund
Alaska
$303K – – –
FRA
945
Frank Rimerman Advisors
California
$302K +$289K +2,711 New
PCMN
946
Paradigm Capital Management (Nevada)
Nevada
$301K -$26.1K -245 -8%
PTC
947
Philadelphia Trust Company
Pennsylvania
$301K -$1.49K -14 -0.5%
CMS
948
Capital Market Strategies
Florida
$301K – – –
WAAG
949
Wealth Alliance Advisory Group
Kansas
$301K – – –
AWAU
950
Alliance Wealth Advisors (Utah)
Utah
$301K +$17.1K +161 +6%
36 37
38
39 40