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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1101
Capital Performance Advisors
California
$272K +$43K +328 +20%
VDC
1102
Van Diest Capital
Iowa
$271K +$257K +1,963 New
ST
1103
Spinnaker Trust
Maine
$270K
BGAI
1104
Bruce G. Allen Investments
Colorado
$269K -$67.6K -516 -21%
JWS
1105
Juncture Wealth Strategies
Arizona
$268K +$255K +1,947 New
BIA
1106
Barry Investment Advisors
Massachusetts
$267K
CCM
1107
Causeway Capital Management
California
$267K -$15.6K -119 -6%
SSA
1108
South Street Advisors
New York
$267K +$4.45K +34 +2%
FMWA
1109
Forvis Mazars Wealth Advisors
Missouri
$266K -$22.1K -169 -8%
CRI
1110
Commonwealth Retirement Investments
Virginia
$266K
RT
1111
Rockland Trust
Massachusetts
$266K +$10.3K +79 +4%
HFAS
1112
Hummer Financial Advisory Services
Illinois
$266K +$252K +1,926 New
MCM
1113
Manchester Capital Management
Vermont
$263K +$192K +1,463 +327%
SC
1114
Sapient Capital
Indiana
$263K +$21.5K +164 +9%
AGC
1115
August Group Capital
$263K +$250K +1,910 New
CB
1116
Community Bank
New York
$263K
USB
1117
Union Savings Bank
Connecticut
$263K +$250K +1,906 New
NPT
1118
Nixon Peabody Trust
Massachusetts
$262K -$98.2K -750 -28%
HR
1119
Howe & Rusling
New York
$261K +$248K +1,896 New
SSC
1120
Syverson Strege & Co
Iowa
$261K +$248K +1,895 New
FNT
1121
First Nebraska Trust
Nebraska
$260K
CWA
1122
Cura Wealth Advisors
Illinois
$257K -$15.8K -121 -6%
CT
1123
Colonial Trust
South Carolina
$257K -$228K -1,738 -48%
PWP
1124
Ponta Wealth Partners
Florida
$257K +$244K +1,861 New
PT
1125
Plimoth Trust
Massachusetts
$255K -$15.7K -120 -6%