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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1026
Leonteq Securities AG
Switzerland
$79.3K +$73.4K +840 New
IBOK
1027
Independence Bank of Kentucky
Kentucky
$77K -$4.37K -50 -6%
TIAM2
1028
Tru Independence Asset Management 2
Oregon
$77K +$71.5K +818 New
EDRH
1029
Edmond de Rothschild Holding
Switzerland
$76K
FWM
1030
Focused Wealth Management
New York
$75K -$2.19K -25 -3%
EWA
1031
Evolution Wealth Advisors
Florida
$74K -$45.5K -521 -40%
PFO
1032
Pathstone Family Office
New Jersey
$73K +$1.14K +13 +2%
CFFP
1033
Center for Financial Planning
Michigan
$69K +$55.2K +632 +632%
BNP Paribas Financial Markets
1034
BNP Paribas Financial Markets
France
$66.7K +$2.71K +31 +5%
PWMG
1035
Prestige Wealth Management Group
New Jersey
$66K -$6.12K -70 -9%
BWM
1036
BerganKDV Wealth Management
Minnesota
$65K -$445K -5,090 -88%
AWA
1037
Arkadios Wealth Advisors
Georgia
$65K +$60.3K +690 New
SWM
1038
Sugarloaf Wealth Management
Georgia
$64K
AWM
1039
Accel Wealth Management
Iowa
$64K +$59.6K +682 New
IF
1040
Ironwood Financial
Arizona
$62K +$31.7K +363 +124%
CWM
1041
Curi Wealth Management
North Carolina
$61K +$56.7K +649 New
FCB
1042
First Command Bank
Texas
$58K
FCFS
1043
First Command Financial Services
Texas
$58K
LWA
1044
Lenox Wealth Advisors
New York
$58K +$14.9K +170 +38%
AJ
1045
Ashburton (Jersey)
Jersey
$57K
KAS
1046
Kemnay Advisory Services
New York
$57K
CWA
1047
Clearview Wealth Advisors
Oregon
$57K +$52.4K +600 New
AWA
1048
Artemis Wealth Advisors
New York
$55.4K
ONST
1049
Old North State Trust
North Carolina
$52K -$93.4K -1,069 -66%
HFA
1050
Hoover Financial Advisors
Pennsylvania
$52K +$47.7K +546 New