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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
976
Sheets Smith Wealth Management
North Carolina
$314K – – –
HFS
977
Hopwood Financial Services
Virginia
$311K – – –
LKIM
978
Lawson Kroeker Investment Management
Nebraska
$308K – – –
WA
979
Wealthstream Advisors
New York
$308K +$52.1K +427 +22%
RWM
980
Revisor Wealth Management
Ohio
$307K +$4.27K +35 +2%
ACM
981
Argyle Capital Management
Pennsylvania
$305K – – –
VST
982
Van Strum & Towne
California
$304K – – –
IA
983
IFP Advisors
Florida
$304K +$51.1K +419 +21%
EFSCE
984
Enterprise Financial Services Corp (EFSC)
Missouri
$304K -$7.57K -62 -3%
SSG
985
Summit Securities Group
New York
$303K +$224K +1,833 +345%
HWM
986
Horizon Wealth Management
Illinois
$302K – – –
NPT
987
National Philanthropic Trust
Pennsylvania
$301K +$287K +2,349 New
CPCM
988
Cardinal Point Capital Management
Ontario, Canada
$301K +$286K +2,345 New
BP
989
BBR Partners
New York
$300K -$27.1K -222 -9%
WAAG
990
Wealth Alliance Advisory Group
Kansas
$300K -$43.9K -360 -13%
NRC
991
New Republic Capital
North Carolina
$300K +$39K +320 +16%
AC
992
Apella Capital
Connecticut
$299K +$32.9K +270 +13%
SIC
993
Shoker Investment Counsel
Ohio
$299K – – –
KCFA
994
Key Client Fiduciary Advisors
New Jersey
$299K – – –
AIA
995
Armor Investment Advisors
North Carolina
$297K – – –
PJSIMP
996
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K – – –
KCM
997
Kendall Capital Management
Maryland
$294K -$6.1K -50 -2%
WPP
998
Whalerock Point Partners
Rhode Island
$294K – – –
BHCM
999
Brevan Howard Capital Management
Jersey
$293K +$278K +2,282 New
BBW
1000
Blue Barn Wealth
Utah
$292K +$11.2K +92 +4%
38 39
40
41 42