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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
GSB Wealth Management
Connecticut
$355K – – –
QFA
977
Quantum Financial Advisors
California
$353K +$336K +2,564 New
CIA
978
Compass Ion Advisors
Pennsylvania
$353K -$21.5K -164 -6%
GDP
979
Great Diamond Partners
Maine
$352K -$10.3K -79 -3%
JC
980
JM2 Capital
Oklahoma
$351K +$334K +2,547 New
CCFCSB
981
Cape Cod Five Cents Savings Bank
Massachusetts
$350K – – –
WA1
982
Wimmer Associates 1
California
$348K – – –
LA
983
Legacy Advisors
Pennsylvania
$348K +$331K +2,524 New
NPF
984
Norris Perne & French
Michigan
$348K – – –
BB
985
Busey Bank
Illinois
$346K -$35.5K -271 -10%
DWM
986
Drive Wealth Management
Utah
$342K +$325K +2,481 New
LFA
987
Laraway Financial Advisors
Minnesota
$340K – – –
FWP
988
Flatrock Wealth Partners
California
$339K +$322K +2,461 New
CIAS
989
CFS Investment Advisory Services
New Jersey
$338K – – –
OC
990
Oakworth Capital
Alabama
$338K +$29.9K +228 +10%
EL
991
Essex LLC
Illinois
$338K – – –
SSWM
992
Sheets Smith Wealth Management
North Carolina
$338K – – –
CF
993
Convergence Financial
Missouri
$337K -$48.7K -372 -13%
GSWM
994
Greenup Street Wealth Management
Michigan
$337K -$3.77M -28,788 -92%
JWM
995
JGP Wealth Management
Oregon
$335K +$80.9K +618 +34%
HFS
996
Hopwood Financial Services
Virginia
$334K – – –
OFO
997
OneAscent Family Office
Alabama
$333K +$316K +2,416 New
IA
998
IFG Advisory
Georgia
$333K +$26.8K +205 +9%
4WM
999
44 Wealth Management
Oregon
$331K +$314K +2,401 New
KWA
1000
Kingswood Wealth Advisors
California
$329K +$70.5K +538 +29%
38 39
40
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