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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1101
First County Bank
Connecticut
$230K +$9.15K +75 +4%
ERSOT
1102
Employees Retirement System of Texas
Texas
$230K +$219K +1,794 New
LSA
1103
Lion Street Advisors
Texas
$229K +$338K +2,772 New
ANBT
1104
American National Bank & Trust
Texas
$229K -$270K -2,216 -55%
PCA
1105
Pallas Capital Advisors
Massachusetts
$229K
FP
1106
Financial Perspectives
Minnesota
$227K
GFWA
1107
Grey Fox Wealth Advisors
Delaware
$227K -$6.1K -50 -3%
OPWM
1108
Oregon Pacific Wealth Management
Oregon
$227K -$5.49K -45 -2%
AWP
1109
Abacus Wealth Partners
California
$226K -$27.5K -225 -11%
BFC
1110
Blue Fin Capital
Rhode Island
$226K -$36.4K -298 -14%
CA
1111
Capital Advantage
California
$225K
PFSC
1112
Peoples Financial Services Corp
Pennsylvania
$225K
MWM
1113
Marietta Wealth Management
Georgia
$225K +$214K +1,753 New
FWA
1114
FSM Wealth Advisors
Ohio
$225K +$12.1K +99 +6%
RRA
1115
Round Rock Advisors
Connecticut
$224K -$427K -3,500 -67%
GB
1116
Goepper Burkhardt
South Carolina
$224K
FEM
1117
Fulcrum Equity Management
Texas
$224K
VCA
1118
Verdence Capital Advisors
Maryland
$223K -$1.59K -13 -0.7%
SL
1119
Summitry LLC
California
$222K +$211K +1,730 New
BA
1120
Bristlecone Advisors
Washington
$221K
ACA
1121
Anchor Capital Advisors
Massachusetts
$220K
EA
1122
Ellsworth Advisors
Ohio
$220K
MWM
1123
Mattern Wealth Management
Kansas
$219K
BPWM
1124
Badgley Phelps Wealth Managers
Washington
$217K +$207K +1,695 New
TW
1125
TritonPoint Wealth
Maryland
$217K +$1.95K +16 +1%