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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
976
Shoker Investment Counsel
Ohio
$269K
KCFA
977
Key Client Fiduciary Advisors
New Jersey
$268K -$2.84K -25 -1%
MW
978
Maia Wealth
Colorado
$268K +$269K +2,368 New
PAM
979
Paradigm Asset Management
New York
$268K -$11.3K -100 -4%
OC
980
Oakworth Capital
Alabama
$267K -$98.8K -871 -27%
GM
981
GeoWealth Management
Illinois
$266K -$209K -1,843 -44%
CIC
982
Chilton Investment Company
Connecticut
$265K
PJSIMP
983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K
HSA
984
HBK Sorce Advisory
Pennsylvania
$264K -$25.2K -222 -9%
NFP
985
Narus Financial Partners
Utah
$264K +$261K +2,296 New
RT
986
Rockland Trust
Massachusetts
$264K
IF
987
Intrua Financial
Texas
$264K -$12.7K -112 -5%
MLL
988
Moody Lynn & Lieberson
Massachusetts
$263K -$22.7K -200 -8%
HWM
989
Horizon Wealth Management
Illinois
$263K
WPW
990
Waldron Private Wealth
Pennsylvania
$261K -$14.1K -124 -5%
CAM
991
Cozad Asset Management
Illinois
$260K -$5.67K -50 -2%
CC
992
Centiva Capital
New York
$260K -$238K -2,098 -48%
FSA
993
Financial Security Advisor
Virginia
$260K
LWM
994
Liberty Wealth Management
California
$259K +$256K +2,255 New
TWP
995
Tyche Wealth Partners
Texas
$258K +$340 +3 +0.1%
DCBT
996
Dakota Community Bank & Trust
North Dakota
$258K -$2.84K -25 -1%
9WM
997
9258 Wealth Management
Ohio
$257K -$9.64K -85 -4%
MRCM
998
M&R Capital Management
New Jersey
$257K
WDG
999
Wealth Dimensions Group
Ohio
$257K +$7.83K +69 +3%
IPW
1000
Inlet Private Wealth
Florida
$256K