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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Principle Wealth Partners
Connecticut
$46K +$45K +521 New
KWM
1027
Keebeck Wealth Management
Illinois
$45K +$45.1K +522 New
PCM
1028
Polaris Capital Management
Massachusetts
$44K – – –
MF
1029
Manchester Financial
California
$43K – – –
EWP
1030
Engrave Wealth Partners
Texas
$42K – – –
WEC
1031
Winslow Evans & Crocker
Massachusetts
$42K – – –
BCA
1032
Bray Capital Advisors
Florida
$41K – – –
LGWM
1033
Litman Gregory Wealth Management
California
$41K – – –
HFA
1034
Hoover Financial Advisors
Pennsylvania
$40K +$39.4K +457 New
POIA
1035
Pin Oak Investment Advisors
Texas
$38K – – –
BWA
1036
Burt Wealth Advisors
Maryland
$37K – – –
PK
1037
Pflug Koory
Nebraska
$37K – – –
ME
1038
McIlrath & Eck
Washington
$37K +$1.55K +18 +4%
OPS
1039
Orion Portfolio Solutions
Nebraska
$36K -$20.2K -234 -36%
EW
1040
Evoke Wealth
California
$36K -$12.3K -142 -26%
WCG
1041
Weaver Consulting Group
California
$36K +$11.2K +130 +46%
BC
1042
Barnett & Company
Tennessee
$35K – – –
RBC
1043
Roble Belko & Company
Pennsylvania
$35K – – –
GEA
1044
Glen Eagle Advisors
New Jersey
$35K +$6.04K +70 +21%
TL
1045
TrueWealth LLC
Georgia
$33K -$8.55K -99 -21%
PMFA
1046
Plante Moran Financial Advisors
Michigan
$33K -$2.59K -30 -7%
PG
1047
Proffitt & Goodson
Tennessee
$33K +$32.8K +380 New
SL
1048
Savior LLC
Massachusetts
$31K -$2.68K -31 -8%
JSC
1049
Jackson Square Capital
California
$29K +$1.9K +22 +7%
CFD
1050
Creative Financial Designs
Indiana
$29K +$20.8K +241 +262%
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