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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
951
Eagle Strategies
New York
$334K – – –
MWA
952
Meridian Wealth Advisors
Texas
$334K – – –
JC
953
Jacobs & Co
California
$333K – – –
WKWM
954
Walter & Keenan Wealth Management
Indiana
$333K +$5.49K +45 +2%
BFIM
955
Beese Fulmer Investment Management
Ohio
$332K – – –
GWM
956
GSB Wealth Management
Connecticut
$330K – – –
EW
957
Elyxium Wealth
California
$329K +$313K +2,562 New
CCFM
958
Clear Creek Financial Management
Washington
$328K +$312K +2,561 New
PCS
959
Personal CFO Solutions
New Jersey
$328K +$53.7K +440 +21%
CPIG
960
Chicago Partners Investment Group
Illinois
$328K +$14.3K +117 +5%
EL
961
EWA LLC
Pennsylvania
$328K +$22.3K +183 +8%
CW
962
CreativeOne Wealth
Kansas
$326K +$10.7K +88 +4%
GFM
963
GF Fund Management
China
$326K – – –
EWS
964
Evergreen Wealth Solutions
Pennsylvania
$324K +$308K +2,528 New
WA1
965
Wimmer Associates 1
California
$324K – – –
VAM
966
Verity Asset Management
North Carolina
$323K -$215K -1,759 -41%
NPF
967
Norris Perne & French
Michigan
$323K -$1.22K -10 -0.4%
CIAS
968
CFS Investment Advisory Services
New Jersey
$320K -$63K -516 -17%
TFA
969
Transamerica Financial Advisors
Florida
$319K +$50.4K +413 +20%
SIG
970
Stonegate Investment Group
Alabama
$319K – – –
FFA
971
Founders Financial Alliance
North Carolina
$319K +$90.1K +738 +42%
BGAI
972
Bruce G. Allen Investments
Colorado
$317K +$2.56K +21 +0.9%
LFA
973
Laraway Financial Advisors
Minnesota
$316K – – –
IF
974
Intrua Financial
Texas
$316K +$300K +2,461 New
EL
975
Essex LLC
Illinois
$314K – – –
37 38
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