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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1076
Capital Advisors Inc
Oklahoma
$235K -$13.8K -122 -6%
LWM
1077
Liberty Wealth Management
California
$234K -$22.5K -200 -10%
CRI
1078
Commonwealth Retirement Investments
Virginia
$234K – – –
BCP
1079
Berkeley Capital Partners
Georgia
$233K -$39.4K -350 -15%
SC
1080
Syon Capital
California
$231K +$216K +1,913 New
CWA
1081
Cura Wealth Advisors
Illinois
$231K -$9.58K -85 -4%
FNT
1082
First Nebraska Trust
Nebraska
$228K -$19.9K -177 -9%
AIM
1083
Advyzon Investment Management
Illinois
$228K +$212K +1,885 New
CFS
1084
CRA Financial Services
New Jersey
$227K – – –
AGC
1085
Aspen Grove Capital
Colorado
$225K +$209K +1,857 New
RT
1086
Rockland Trust
Massachusetts
$224K -$16.8K -149 -7%
1WA
1087
180 Wealth Advisors
Washington
$223K +$208K +1,844 New
TCWM
1088
Total Clarity Wealth Management
Illinois
$221K +$206K +1,830 New
EM
1089
Excalibur Management
Massachusetts
$221K +$902 +8 +0.4%
TWA
1090
Trace Wealth Advisors
California
$221K – – –
CA
1091
CoreCap Advisors
Michigan
$221K +$53.5K +475 +35%
GFWA
1092
Grey Fox Wealth Advisors
Delaware
$220K – – –
TSMHT
1093
Thurston Springer Miller Herd & Titak
Indiana
$220K +$12.3K +109 +6%
OPWM
1094
Oregon Pacific Wealth Management
Oregon
$219K -$3.38K -30 -2%
TF
1095
Tompkins Financial
New York
$219K -$124K -1,100 -38%
NFP
1096
Narus Financial Partners
Utah
$219K -$28.9K -256 -12%
MPI
1097
Mairs & Power Inc
Minnesota
$217K +$202K +1,795 New
USB
1098
Union Savings Bank
Connecticut
$217K – – –
PCA
1099
Pallas Capital Advisors
Massachusetts
$216K +$201K +1,783 New
FP
1100
Financial Perspectives
Minnesota
$215K – – –
42 43
44
45 46