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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
1051
RiverGlades Family Offices
Florida
$360K – – –
KCM
1052
Kendall Capital Management
Maryland
$360K – – –
SWGC
1053
Summit Wealth Group (Colorado)
Colorado
$358K +$92.5K +617 +37%
V
1054
ViaWealth
Kansas
$357K -$3.75K -25 -1%
OWA
1055
Outlook Wealth Advisors
Texas
$356K -$150 -1 -0%
TCBWMS
1056
Texas Capital Bank Wealth Management Services
Texas
$356K +$9.89K +66 +3%
AEPWM
1057
Atlantic Edge Private Wealth Management
Florida
$356K +$6K +40 +2%
FSA
1058
Financial Security Advisor
Virginia
$355K – – –
VA
1059
VestGen Advisors
Illinois
$354K +$57.9K +386 +21%
TWP
1060
Tyche Wealth Partners
Texas
$353K – – –
CFG
1061
Cooper Financial Group
California
$353K +$132K +878 +64%
VC
1062
Vicus Capital
Pennsylvania
$353K +$150 +1 +0%
CIC
1063
Chilton Investment Company
Connecticut
$353K – – –
AIM
1064
Aigen Investment Management
New York
$352K +$336K +2,243 New
KFGK
1065
Keystone Financial Group (Kentucky)
Kentucky
$351K -$6.3K -42 -2%
VEM
1066
Vann Equity Management
Texas
$351K +$1.05K +7 +0.3%
CB
1067
CNB Bank
Pennsylvania
$348K -$53.2K -355 -14%
MCM
1068
Mattern Capital Management
Colorado
$347K – – –
TF
1069
Trek Financial
Arizona
$346K -$42.9K -286 -11%
BGAI
1070
Bruce G. Allen Investments
Colorado
$346K +$35.7K +238 +12%
JTWM
1071
Jackson Thornton Wealth Management
Alabama
$346K +$8.24K +55 +3%
WDG
1072
Wealth Dimensions Group
Ohio
$345K – – –
GBFG
1073
Gerald Baker Financial Group
Texas
$344K – – –
TWP
1074
Tower Wealth Partners
Pennsylvania
$344K +$300 +2 +0.1%
CPW
1075
Crestmont Private Wealth
Texas
$343K +$34.6K +231 +12%
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