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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
1101
Elk River Wealth Management
Colorado
$323K
KMWM
1102
Keudell/Morrison Wealth Management
Oregon
$323K
PCP
1103
Proficio Capital Partners
Massachusetts
$323K +$86K +574 +39%
FMI
1104
F/M Investments
District of Columbia
$321K
Vanguard Capital Wealth Advisors
1105
Vanguard Capital Wealth Advisors
Colorado
$321K
WPP
1106
Whalerock Point Partners
Rhode Island
$321K
KLCM
1107
KG&L Capital Management
Louisiana
$321K +$307K +2,046 New
LWA
1108
Legacy Wealth Advisors
Florida
$320K +$41.1K +274 +15%
HCM
1109
Hudson Capital Management
New Jersey
$320K
KIM
1110
Kestra Investment Management
Texas
$319K +$52K +347 +21%
DA
1111
Dillon & Associates
Michigan
$319K
FFN
1112
Focus Financial Network
Minnesota
$318K -$89.6K -598 -23%
PP
1113
Pacifica Partners
Canada
$317K
CWWM
1114
Clear Wave Wealth Management
New Jersey
$317K -$164K -1,091 -35%
FCB
1115
First County Bank
Connecticut
$317K +$1.2K +8 +0.4%
Parnassus Investments
1116
Parnassus Investments
California
$316K +$2.55K +17 +0.9%
GWS
1117
Greykasell Wealth Strategies
California
$315K
CAM
1118
Cozad Asset Management
Illinois
$315K +$6K +40 +2%
GF
1119
Gimbal Financial
Indiana
$314K +$300K +2,002 New
PAM
1120
Peak Asset Management
Colorado
$313K
SLG
1121
Stanley-Laman Group
Pennsylvania
$313K
JWS
1122
Juncture Wealth Strategies
Arizona
$313K -$42.7K -285 -12%
P
1123
Palladiem
Pennsylvania
$313K -$27.7K -185 -8%
GSWM
1124
Greenup Street Wealth Management
Michigan
$312K -$57.4K -383 -16%
HCM
1125
Hall Capital Management
Rhode Island
$311K