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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1101
Oregon Pacific Wealth Management
Oregon
$205K +$196K +1,843 New
Thrivent Financial for Lutherans
1102
Thrivent Financial for Lutherans
Minnesota
$204K – – –
HIA
1103
Harbor Investment Advisory
Maryland
$204K – – –
TWA
1104
Trace Wealth Advisors
California
$203K +$194K +1,825 New
EM
1105
Excalibur Management
Massachusetts
$203K +$194K +1,820 New
GDP
1106
Great Diamond Partners
Maine
$203K +$194K +1,819 New
KAM
1107
Kazazian Asset Management
Florida
$203K +$194K +1,819 New
PWP
1108
Private Wealth Partners
California
$202K +$193K +1,812 New
FP
1109
Financial Perspectives
Minnesota
$198K – – –
TSMHT
1110
Thurston Springer Miller Herd & Titak
Indiana
$190K +$2.02K +19 +1%
BI
1111
Binnacle Investments
Iowa
$182K +$174K +1,631 New
CB
1112
Community Bank
New York
$181K – – –
BLC
1113
Brown, Lisle/Cummings
Rhode Island
$176K +$532 +5 +0.3%
WA
1114
Whipplewood Advisors
Colorado
$175K +$12.8K +120 +8%
FC
1115
Fairscale Capital
New Hampshire
$173K – – –
Heritage Wealth Advisors
1116
Heritage Wealth Advisors
Virginia
$168K – – –
HWA
1117
HHM Wealth Advisors
Tennessee
$167K – – –
AT
1118
Avalon Trust
New Mexico
$167K -$4.04K -38 -2%
CCAM
1119
Cascades Capital Asset Management
North Carolina
$166K +$159K +1,493 New
CIAM
1120
Caitong International Asset Management
Hong Kong
$165K +$158K +1,482 New
AWM
1121
AllSquare Wealth Management
New York
$165K – – –
PWA
1122
Physician Wealth Advisors
Utah
$162K +$1.6K +15 +1%
UCB
1123
United Community Bank
South Carolina
$161K – – –
PSB
1124
Piscataqua Savings Bank
New Hampshire
$159K – – –
Hills Bank & Trust
1125
Hills Bank & Trust
Iowa
$157K -$4.15K -39 -3%