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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PR
951
Payden & Rygel
California
$75K
LFA
952
Legacy Financial Advisors
Kentucky
$74K -$8.33K -107 -10%
FWM
953
Focused Wealth Management
New York
$74K +$17.4K +224 +30%
BFC
954
Bedel Financial Consulting
Indiana
$73K
CWA
955
Clarus Wealth Advisors
Arizona
$73K
PWMG
956
Prestige Wealth Management Group
New Jersey
$73K +$73.6K +945 New
BL
957
Balentine LLC
Georgia
$72K +$46.7K +600 +179%
Schroder Investment Management Group
958
Schroder Investment Management Group
United Kingdom
$71K
EDRH
959
Edmond de Rothschild Holding
Switzerland
$69K -$31.3K -402 -31%
PCM
960
Princeton Capital Management
New Jersey
$69K +$8.72K +112 +14%
CAC
961
Certified Advisory Corp
Florida
$68K
HWA
962
Heritage Wealth Advisors
Virginia
$65K -$4.36K -56 -6%
PFO
963
Pathstone Family Office
New Jersey
$65K +$65.6K +843 New
FC
964
Ferris Capital
Massachusetts
$63K
ST
965
Smithfield Trust
Pennsylvania
$63K
TL
966
TrueWealth LLC
Georgia
$62K
ONST
967
Old North State Trust
North Carolina
$62K +$7.16K +92 +13%
AIM
968
Advantage Investment Management
Iowa
$61K +$23.6K +303 +62%
HDIM
969
Hanson & Doremus Investment Management
Vermont
$60K
CAW
970
Cornerstone Advisors (Washington)
Washington
$60K +$17.7K +227 +41%
JWA
971
JFS Wealth Advisors
Pennsylvania
$58K
H
972
Hexavest
Quebec, Canada
$56K
PGWM
973
Parisi Gray Wealth Management
New Jersey
$55K +$4.2K +54 +8%
QAM
974
QCI Asset Management
New York
$54K -$5.14K -66 -9%
DWA
975
Dougherty Wealth Advisers
Minnesota
$54K +$53.3K +685 New