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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
976
Adero Partners
California
$250K -$25.6K -240 -9%
BP
977
BBR Partners
New York
$250K – – –
AEPWM
978
Atlantic Edge Private Wealth Management
Florida
$249K – – –
LWM
979
Liberty Wealth Management
California
$248K +$31.6K +296 +13%
AWAU
980
Alliance Wealth Advisors (Utah)
Utah
$247K +$270K +2,536 New
MIM
981
Merrion Investment Management
New Jersey
$247K – – –
WA1
982
Wimmer Associates 1
California
$246K -$57.6K -540 -18%
FFA
983
Founders Financial Alliance
North Carolina
$242K -$10K -94 -4%
LFA
984
Laraway Financial Advisors
Minnesota
$240K – – –
CPIG
985
Chicago Partners Investment Group
Illinois
$239K +$255K +2,388 New
CIAS
986
CFS Investment Advisory Services
New Jersey
$239K +$5.22K +49 +2%
BGAI
987
Bruce G. Allen Investments
Colorado
$239K -$25.6K -240 -9%
EL
988
Essex LLC
Illinois
$238K – – –
SSWM
989
Sheets Smith Wealth Management
North Carolina
$238K – – –
LKIM
990
Lawson Kroeker Investment Management
Nebraska
$238K – – –
IA
991
IFG Advisory
Georgia
$237K +$260K +2,439 New
PP
992
Pacifica Partners
Canada
$237K – – –
NPF
993
Norris Perne & French
Michigan
$237K – – –
HFS
994
Hopwood Financial Services
Virginia
$236K +$259K +2,425 New
FNB
995
Farmers National Bank
Kentucky
$235K +$258K +2,420 New
BCP
996
Berkeley Capital Partners
Georgia
$234K -$385K -3,608 -60%
TAM
997
Tucker Asset Management
Colorado
$234K +$254K +2,384 +11,352%
OWA
998
Opal Wealth Advisors
New York
$234K -$4.91K -46 -2%
IWM
999
IHT Wealth Management
Illinois
$234K -$86.7K -813 -25%
MKA
1000
M. Kulyk & Associates
Georgia
$233K +$4.27K +40 +2%
38 39
40
41 42