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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1001
Quantum Financial Advisors
California
$392K – – –
GFM
1002
GF Fund Management
China
$388K -$265K -1,730 -40%
5NPW
1003
55 North Private Wealth
Florida
$388K +$62.8K +410 +19%
JWM
1004
JGP Wealth Management
Oregon
$387K +$16.2K +106 +4%
WCFA
1005
Walkner Condon Financial Advisors
Wisconsin
$386K +$117K +764 +43%
FWP
1006
Flatrock Wealth Partners
California
$386K +$10.1K +66 +3%
FFA
1007
Founders Financial Alliance
North Carolina
$386K +$119K +775 +44%
GDP
1008
Great Diamond Partners
Maine
$386K -$4.29K -28 -1%
JC
1009
Jacobs & Co
California
$384K -$12.3K -80 -3%
WPW
1010
Watershed Private Wealth
Illinois
$383K -$23.9K -156 -6%
LA
1011
Legacy Advisors
Pennsylvania
$383K -$2.61K -17 -0.7%
DWM
1012
Drive Wealth Management
Utah
$382K +$3.07K +20 +0.8%
NPF
1013
Norris Perne & French
Michigan
$382K -$3.22K -21 -0.8%
TF
1014
Trek Financial
Arizona
$381K +$64.1K +418 +20%
BFIM
1015
Beese Fulmer Investment Management
Ohio
$380K -$15.3K -100 -4%
VIP
1016
Viewpoint Investment Partners
Alberta, Canada
$380K +$123K +800 +31%
MKA
1017
M. Kulyk & Associates
Georgia
$380K +$69.3K +452 +22%
XWL
1018
XXI Wealth LLC
Illinois
$377K +$378K +2,468 New
LFA
1019
Laraway Financial Advisors
Minnesota
$377K – – –
BB
1020
Busey Bank
Illinois
$375K -$8.74K -57 -2%
CIAS
1021
CFS Investment Advisory Services
New Jersey
$374K +$1.23K +8 +0.3%
EL
1022
Essex LLC
Illinois
$374K – – –
SSWM
1023
Sheets Smith Wealth Management
North Carolina
$374K – – –
KOCAA
1024
Knights of Columbus Asset Advisors
Connecticut
$372K +$373K +2,435 New
OWCM
1025
One Wealth Capital Management
Arizona
$372K +$166K +1,085 +74%
39 40
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