NVS icon

Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
976
Portfolio Design Labs
California
$303K -$71.8K -637 -20%
GAG
977
GM Advisory Group
New York
$302K +$281K +2,493 New
SIG
978
Stonegate Investment Group
Alabama
$301K – – –
CPIG
979
Chicago Partners Investment Group
Illinois
$299K +$4.73K +42 +2%
LFA
980
Laraway Financial Advisors
Minnesota
$299K – – –
CW
981
CreativeOne Wealth
Kansas
$297K -$2.25K -20 -0.8%
EL
982
Essex LLC
Illinois
$296K – – –
SSWM
983
Sheets Smith Wealth Management
North Carolina
$296K – – –
BGAI
984
Bruce G. Allen Investments
Colorado
$296K -$1.13K -10 -0.4%
OWA
985
Opal Wealth Advisors
New York
$295K -$8.68K -77 -3%
EFSCE
986
Enterprise Financial Services Corp (EFSC)
Missouri
$294K +$23.3K +207 +9%
HFS
987
Hopwood Financial Services
Virginia
$293K – – –
LKIM
988
Lawson Kroeker Investment Management
Nebraska
$291K – – –
OWA
989
One Wealth Advisors
California
$288K +$22.5K +200 +9%
ACM
990
Argyle Capital Management
Pennsylvania
$287K – – –
VST
991
Van Strum & Towne
California
$287K – – –
EL
992
EWA LLC
Pennsylvania
$287K +$18.1K +161 +7%
MKA
993
M. Kulyk & Associates
Georgia
$287K +$16.2K +144 +6%
MIM
994
Merrion Investment Management
New Jersey
$287K – – –
RWM
995
Revisor Wealth Management
Ohio
$285K +$260K +2,304 New
HCM
996
Hall Capital Management
Rhode Island
$285K -$4.06K -36 -2%
HWM
997
Horizon Wealth Management
Illinois
$285K +$7.44K +66 +3%
ClearBridge Investments
998
ClearBridge Investments
New York
$284K – – –
KCM
999
Kendall Capital Management
Maryland
$284K – – –
SIC
1000
Shoker Investment Counsel
Ohio
$283K – – –