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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
926
Western Wealth Management
Colorado
$398K +$114K +867 +43%
WHC
927
Wulff, Hansen & Co
California
$395K -$7.86K -60 -2%
OL
928
one8zero8 LLC
North Carolina
$393K – – –
CBTWT
929
Community Bank & Trust (Waco, Texas)
Texas
$393K – – –
SP
930
SmartHarvest Portfolios
Washington
$392K +$372K +2,842 New
SVWAG
931
Sound View Wealth Advisors Group
Georgia
$390K -$38.8K -296 -9%
MFG
932
Magnus Financial Group
New York
$388K – – –
EW
933
Elyxium Wealth
California
$386K +$31.4K +240 +9%
XC
934
XY Capital
Hong Kong
$386K +$367K +2,800 New
BHC
935
Bowen Hanes & Co
Florida
$386K +$367K +2,800 New
FPW
936
Flywheel Private Wealth
California
$385K -$131 -1 -0%
TNB
937
Thomasville National Bank
Georgia
$383K -$4.45K -34 -1%
HNWAG
938
High Net Worth Advisory Group
Florida
$383K – – –
AIIMS
939
Analyst IMS Investment Management Services
Israel
$383K – – –
LI
940
LRI Investments
Florida
$383K -$15.2K -116 -4%
EIM
941
Essex Investment Management
Massachusetts
$383K – – –
QCIG
942
Quad-Cities Investment Group
Iowa
$382K -$4.71K -36 -1%
CCFM
943
Clear Creek Financial Management
Washington
$381K +$27K +206 +8%
GAM
944
Gotham Asset Management
New York
$380K +$105K +799 +41%
EWS
945
Evergreen Wealth Solutions
Pennsylvania
$379K +$29.2K +223 +9%
FFS
946
Founders Financial Securities
Maryland
$378K +$14.7K +112 +4%
GWANC
947
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K – – –
NG
948
Northstar Group
New York
$376K – – –
RF
949
Rossby Financial
Florida
$375K -$393 -3 -0.1%
RC
950
Roundview Capital
New Jersey
$374K +$8.64K +66 +2%
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