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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1001
Focused Wealth Management
New York
$60K -$13.1K -147 -17%
TWA
1002
TCI Wealth Advisors
Arizona
$59K -$24.4K -273 -28%
BCA
1003
Berman Capital Advisors
Georgia
$59K +$18.5K +207 +39%
GWS
1004
Glassman Wealth Services
Virginia
$58K -$268 -3 -0.4%
CAC
1005
Certified Advisory Corp
Florida
$58K +$178 +2 +0.3%
SMG
1006
Spectrum Management Group
Indiana
$57K
SWM
1007
Sugarloaf Wealth Management
Georgia
$56K -$10.9K -122 -15%
JWA
1008
JFS Wealth Advisors
Pennsylvania
$56K
PCM
1009
Prelude Capital Management
New York
$54K -$964K -10,800 -94%
OPS
1010
Orion Portfolio Solutions
Nebraska
$53K +$26.1K +293 +84%
KPW
1011
Kore Private Wealth
New York
$52K +$32.7K +367 +140%
DWA
1012
Dougherty Wealth Advisers
Minnesota
$51K
FCB
1013
First Command Bank
Texas
$50K -$13.4K -150 -20%
FCFS
1014
First Command Financial Services
Texas
$50K -$13.4K -150 -20%
AJ
1015
Ashburton (Jersey)
Jersey
$50K
KAS
1016
Kemnay Advisory Services
New York
$49K
LF
1017
Lee Financial
Texas
$49K
AWA
1018
Artemis Wealth Advisors
New York
$48.4K
AWA
1019
Arkadios Wealth Advisors
Georgia
$47.2K +$4.46K +50 +10%
PA
1020
Procyon Advisors
Connecticut
$47K -$34.4K -386 -41%
LWM
1021
Lenox Wealth Management
Ohio
$47K -$5.71K -64 -10%
JAM
1022
JCIC Asset Management
Ontario, Canada
$47K +$13.8K +155 +38%
CAL
1023
Capital Analysts LLC
Pennsylvania
$46K
AF
1024
Allworth Financial
California
$46K +$4.55K +51 +10%
EW
1025
Evoke Wealth
California
$45.3K -$155K -1,740 -76%