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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1101
Transamerica Financial Advisors
Florida
$17K – – –
CPG
1102
Cornerstone Planning Group
New Jersey
$16.5K +$15.1K +179 New
OLVIG
1103
Oliver Lagore Vanvalin Investment Group
Michigan
$16.3K – – –
PMFA
1104
Plante Moran Financial Advisors
Michigan
$16.1K -$16K -190 -52%
SFG
1105
Steward Financial Group
Texas
$16K +$15.1K +179 New
LWANC
1106
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.6K – – –
MDCM
1107
Morgan Dempsey Capital Management
Wisconsin
$15.6K – – –
TF
1108
TimeScale Financial
Massachusetts
$15.2K – – –
HGERS
1109
Householder Group Estate & Retirement Specialist
Arizona
$15K – – –
AFS
1110
Annapolis Financial Services
Maryland
$14.6K -$3.29K -39 -20%
CAC
1111
Core Alternative Capital
Georgia
$14.1K – – –
HCM
1112
Highlander Capital Management
New Jersey
$14K – – –
CAS
1113
Coppell Advisory Solutions
Texas
$14K +$13K +154 New
CASC
1114
Coppell Advisory Solutions Corp
Texas
$14K +$13K +154 New
SCA
1115
Stonebridge Capital Advisors
Minnesota
$13.7K -$1.85K -22 -13%
MCA
1116
Maryland Capital Advisors
Maryland
$13.6K -$5.56K -66 -31%
ANBT
1117
American National Bank & Trust
Texas
$13K – – –
BC
1118
Belmont Capital
California
$13K – – –
SC
1119
Sawyer & Company
Massachusetts
$13K – – –
CMP
1120
Coston McIsaac & Partners
Maine
$13K +$8.42K +100 +200%
BCMLT
1121
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K – – –
MCM
1122
Manchester Capital Management
Vermont
$12.9K +$5.31K +63 +80%
RWM
1123
Raffa Wealth Management
District of Columbia
$12.4K – – –
EBA
1124
Eagle Bay Advisors
New York
$12.3K -$67.4K -800 -85%
PPWM
1125
PFG Private Wealth Management
Florida
$12K +$2.44K +29 +29%
43 44
45
46 47