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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1001
Shoker Investment Counsel
Ohio
$260K
KCFA
1002
Key Client Fiduciary Advisors
New Jersey
$260K
FAIM
1003
Financial Advocates Investment Management
Washington
$259K -$692K -6,501 -74%
OC
1004
Oakworth Capital
Alabama
$259K
Empower Advisory Group
1005
Empower Advisory Group
Colorado
$257K +$245K +2,306 New
PJSIMP
1006
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K
RTC
1007
Riverview Trust Company
Washington
$256K -$156K -1,467 -39%
WPP
1008
Whalerock Point Partners
Rhode Island
$255K
MLL
1009
Moody Lynn & Lieberson
Massachusetts
$255K
HWM
1010
Horizon Wealth Management
Illinois
$255K -$3.51K -33 -1%
XT
1011
XTX Topco
Cayman Islands
$254K -$862K -8,098 -78%
BBA
1012
Braun-Bostich & Associates
Pennsylvania
$254K +$6.28K +59 +3%
BCP
1013
Berkeley Capital Partners
Georgia
$254K -$13.9K -131 -5%
CTA
1014
Colonial Trust Advisors
South Carolina
$254K +$189K +1,776 +355%
FSA
1015
Financial Security Advisor
Virginia
$252K
OFS
1016
OneAscent Financial Services
Alabama
$251K +$10.3K +97 +4%
RW
1017
RVW Wealth
California
$251K +$239K +2,248 New
FNB
1018
Farmers National Bank
Kentucky
$250K -$18.6K -175 -7%
AL
1019
Aspiriant LLC
California
$250K -$56K -526 -19%
TWP
1020
Tyche Wealth Partners
Texas
$250K -$319 -3 -0.1%
WDG
1021
Wealth Dimensions Group
Ohio
$250K
SWM
1022
SeaCrest Wealth Management
New York
$249K -$4.04K -38 -2%
PAM
1023
Paradigm Asset Management
New York
$248K
MKA
1024
M. Kulyk & Associates
Georgia
$248K -$18.3K -172 -7%
VF
1025
Virtu Financial
New York
$248K -$857K -8,051 -78%