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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1001
ClearBridge Investments
New York
$262K – – –
Kendall Capital Management
1002
Kendall Capital Management
Maryland
$261K – – –
SIC
1003
Shoker Investment Counsel
Ohio
$260K – – –
KCFA
1004
Key Client Fiduciary Advisors
New Jersey
$260K – – –
FAIM
1005
Financial Advocates Investment Management
Washington
$259K -$692K -6,501 -74%
Oakworth Capital
1006
Oakworth Capital
Alabama
$259K – – –
Empower Advisory Group
1007
Empower Advisory Group
Colorado
$257K +$245K +2,306 New
P.J. Schmidt Investment Management (PJS)
1008
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K – – –
RTC
1009
Riverview Trust Company
Washington
$256K -$156K -1,467 -39%
WPP
1010
Whalerock Point Partners
Rhode Island
$255K – – –
Moody Lynn & Lieberson
1011
Moody Lynn & Lieberson
Massachusetts
$255K – – –
Horizon Wealth Management
1012
Horizon Wealth Management
Illinois
$255K -$3.51K -33 -1%
XTX Topco
1013
XTX Topco
Cayman Islands
$254K -$862K -8,098 -78%
BBA
1014
Braun-Bostich & Associates
Pennsylvania
$254K +$6.28K +59 +3%
BCP
1015
Berkeley Capital Partners
Georgia
$254K -$13.9K -131 -5%
Colonial Trust Advisors
1016
Colonial Trust Advisors
South Carolina
$254K +$189K +1,776 +355%
Financial Security Advisor
1017
Financial Security Advisor
Virginia
$252K – – –
OneAscent Financial Services
1018
OneAscent Financial Services
Alabama
$251K +$10.3K +97 +4%
RVW Wealth
1019
RVW Wealth
California
$251K +$239K +2,248 New
FNB
1020
Farmers National Bank
Kentucky
$250K -$18.6K -175 -7%
Aspiriant LLC
1021
Aspiriant LLC
California
$250K -$56K -526 -19%
TWP
1022
Tyche Wealth Partners
Texas
$250K -$319 -3 -0.1%
WDG
1023
Wealth Dimensions Group
Ohio
$250K – – –
SeaCrest Wealth Management
1024
SeaCrest Wealth Management
New York
$249K -$4.04K -38 -2%
PAM
1025
Paradigm Asset Management
New York
$248K – – –