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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
976
Deroy & Devereaux Private Investment Counsel
Michigan
$240K -$9.65K -100 -4%
ACM
977
Argyle Capital Management
Pennsylvania
$240K -$154K -1,600 -40%
GFWA
978
Grey Fox Wealth Advisors
Delaware
$240K -$5.79K -60 -2%
KCM
979
Kendall Capital Management
Maryland
$239K -$9.65K -100 -4%
RWMG
980
Redwood Wealth Management Group
New Jersey
$239K
AWA
981
Arkadios Wealth Advisors
Georgia
$239K -$12.5K -129 -5%
SPC
982
Sigma Planning Corp
Michigan
$238K -$459K -4,754 -67%
Vanguard Capital Wealth Advisors
983
Vanguard Capital Wealth Advisors
Colorado
$238K
EL
984
Essex LLC
Illinois
$237K
RMDI
985
R.M. Davis Inc
Maine
$237K +$24.1K +250 +12%
GLA
986
Good Life Advisors
Pennsylvania
$237K -$2.51K -26 -1%
PP
987
Pacifica Partners
Canada
$237K -$74.3K -770 -24%
IWM
988
IHT Wealth Management
Illinois
$235K -$21.6K -224 -9%
KCFA
989
Key Client Fiduciary Advisors
New Jersey
$235K
CBT
990
CoreFirst Bank & Trust
Kansas
$235K
BFC
991
Blue Fin Capital
Rhode Island
$234K
9WM
992
9258 Wealth Management
Ohio
$234K -$676 -7 -0.3%
TF
993
Tompkins Financial
New York
$233K
CIC
994
Chilton Investment Company
Connecticut
$232K -$5.89K -61 -3%
HWM
995
Horizon Wealth Management
Illinois
$232K +$7.63K +79 +4%
DWM
996
Drive Wealth Management
Utah
$232K -$119K -1,229 -35%
PWA
997
Physician Wealth Advisors
Utah
$231K
AA
998
Addison Advisors
Vermont
$231K +$20.2K +209 +10%
OFS
999
OneAscent Financial Services
Alabama
$229K +$218K +2,263 New
FSA
1000
Financial Security Advisor
Virginia
$228K