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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1001
Berkeley Capital Partners
Georgia
$329K +$41.5K +317 +15%
ACM
1002
Argyle Capital Management
Pennsylvania
$327K
VST
1003
Van Strum & Towne
California
$327K
FAM
1004
Formidable Asset Management
Ohio
$327K -$29.5K -225 -8%
HWM
1005
Horizon Wealth Management
Illinois
$325K
NP
1006
NorthRock Partners
Minnesota
$324K +$57.6K +440 +23%
EFG
1007
Ethos Financial Group
Pennsylvania
$324K -$111K -846 -26%
BP
1008
BBR Partners
New York
$323K
SIC
1009
Shoker Investment Counsel
Ohio
$322K
RS
1010
R Squared
Hong Kong
$322K -$49.9K -381 -14%
KCFA
1011
Key Client Fiduciary Advisors
New Jersey
$321K
EFSCE
1012
Enterprise Financial Services Corp (EFSC)
Missouri
$320K -$5.76K -44 -2%
CT
1013
Caldwell Trust
Florida
$318K -$80.9K -618 -21%
Empower Advisory Group
1014
Empower Advisory Group
Colorado
$318K +$56.3K +430 +23%
V
1015
ViaWealth
Kansas
$317K -$51.7K -395 -15%
PJSIMP
1016
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K
NPT
1017
National Philanthropic Trust
Pennsylvania
$317K -$6.55K -50 -2%
KCM
1018
Kendall Capital Management
Maryland
$316K
IC
1019
Inscription Capital
Texas
$316K +$2.49K +19 +0.8%
OWA
1020
Outlook Wealth Advisors
Texas
$313K +$4.45K +34 +2%
FSA
1021
Financial Security Advisor
Virginia
$312K +$655 +5 +0.2%
RA
1022
RFG Advisory
Alabama
$312K +$296K +2,263 New
AA
1023
Ancora Advisors
Ohio
$312K +$39.9K +305 +16%
CA
1024
Cannon Advisors
North Carolina
$311K
RYIA
1025
Roehl & Yi Investment Advisors
Oregon
$311K -$63.3K -483 -18%