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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1051
ViaWealth
Kansas
$351K – – –
PJSIMP
1052
P.J. Schmidt Investment Management (PJS)
Wisconsin
$351K – – –
RFO
1053
RiverGlades Family Offices
Florida
$351K +$353K +2,300 New
KCM
1054
Kendall Capital Management
Maryland
$351K – – –
CA
1055
Claro Advisors
Massachusetts
$350K +$30K +196 +9%
CPA
1056
Capital Performance Advisors
California
$349K +$47.7K +311 +16%
JWS
1057
Juncture Wealth Strategies
Arizona
$349K +$51.5K +336 +17%
OWA
1058
Outlook Wealth Advisors
Texas
$347K +$307 +2 +0.1%
FSA
1059
Financial Security Advisor
Virginia
$346K – – –
KFGK
1060
Keystone Financial Group (Kentucky)
Kentucky
$345K +$8.43K +55 +2%
TWP
1061
Tyche Wealth Partners
Texas
$344K +$766 +5 +0.2%
VC
1062
Vicus Capital
Pennsylvania
$344K -$105K -686 -23%
CIC
1063
Chilton Investment Company
Connecticut
$344K -$444K -2,897 -56%
NP
1064
NorthRock Partners
Minnesota
$344K -$15.8K -103 -4%
VEM
1065
Vann Equity Management
Texas
$341K +$342K +2,231 New
AEPWM
1066
Atlantic Edge Private Wealth Management
Florida
$341K – – –
FAM
1067
Formidable Asset Management
Ohio
$339K -$13.8K -90 -4%
P
1068
Palladiem
Pennsylvania
$338K +$1.69K +11 +0.5%
KA
1069
Kovack Advisors
Florida
$338K +$9.81K +64 +3%
MCM
1070
Mattern Capital Management
Colorado
$338K – – –
TCBWMS
1071
Texas Capital Bank Wealth Management Services
Texas
$337K +$338K +2,205 New
LWM
1072
Liberty Wealth Management
California
$337K +$3.53K +23 +1%
WDG
1073
Wealth Dimensions Group
Ohio
$337K +$307 +2 +0.1%
WG
1074
Wealth Group
North Carolina
$336K – – –
BBA
1075
Braun-Bostich & Associates
Pennsylvania
$335K -$5.67K -37 -2%
41 42
43
44 45