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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
1001
Key Client Fiduciary Advisors
New Jersey
$282K
AIA
1002
Armor Investment Advisors
North Carolina
$281K -$63K -559 -19%
OC
1003
Oakworth Capital
Alabama
$281K
PWP
1004
Private Wealth Partners
California
$280K +$56.4K +500 +28%
CI
1005
Cambiar Investors
Colorado
$279K -$204K -1,810 -44%
IA
1006
IFG Advisory
Georgia
$279K -$1.19M -10,567 -82%
PJSIMP
1007
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K
WPP
1008
Whalerock Point Partners
Rhode Island
$277K
MLL
1009
Moody Lynn & Lieberson
Massachusetts
$277K
BBA
1010
Braun-Bostich & Associates
Pennsylvania
$276K +$451 +4 +0.2%
DA
1011
Dillon & Associates
Michigan
$276K -$88.4K -784 -26%
OL
1012
one8zero8 LLC
North Carolina
$274K -$67.6K -600 -21%
FSA
1013
Financial Security Advisor
Virginia
$273K
DCBT
1014
Dakota Community Bank & Trust
North Dakota
$273K -$11.7K -104 -4%
TWP
1015
Tyche Wealth Partners
Texas
$272K +$676 +6 +0.3%
CIC
1016
Chilton Investment Company
Connecticut
$272K +$11.3K +100 +5%
WDG
1017
Wealth Dimensions Group
Ohio
$271K +$225 +2 +0.1%
CAAS
1018
Capital Asset Advisory Services
Michigan
$270K -$32.9K -292 -12%
PAM
1019
Paradigm Asset Management
New York
$270K
SG
1020
StoneX Group
New York
$269K -$210K -1,861 -46%
MCM
1021
Mattern Capital Management
Colorado
$268K +$564 +5 +0.2%
CA
1022
Claro Advisors
Massachusetts
$267K +$10.3K +91 +4%
GF
1023
Gimbal Financial
Indiana
$267K +$225 +2 +0.1%
SIMG
1024
Sonora Investment Management Group
Arizona
$266K +$248K +2,196 New
BBW
1025
Blue Barn Wealth
Utah
$264K -$113 -1 -0%