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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PT
1126
Plimoth Trust
Massachusetts
$255K -$15.7K -120 -6%
CA
1127
Capital Advantage
California
$255K +$11.7K +89 +5%
EM
1128
Excalibur Management
Massachusetts
$252K – – –
TWA
1129
Trace Wealth Advisors
California
$252K – – –
WFP
1130
Welch Financial Planning
Colorado
$252K +$239K +1,825 New
MFP
1131
Meramec Financial Planners
Missouri
$251K +$210K +1,605 New
WF
1132
Wayfinding Financial
Washington
$251K +$524 +4 +0.2%
MNBTD
1133
Moody National Bank Trust Division
Texas
$251K +$238K +1,819 New
TCM
1134
Traynor Capital Management
Pennsylvania
$251K – – –
OWP
1135
ORG Wealth Partners
Texas
$250K – – –
RWMG
1136
Redwood Wealth Management Group
New Jersey
$250K -$12.8K -98 -5%
PWP
1137
Private Wealth Partners
California
$250K – – –
FEM
1138
Fulcrum Equity Management
Texas
$249K +$7.33K +56 +3%
Pallas Capital Advisors
1139
Pallas Capital Advisors
Massachusetts
$248K +$2.36K +18 +1%
HFRG
1140
Houlihan Financial Resource Group
Virginia
$248K +$223K +1,700 New
MGWM
1141
Marks Group Wealth Management
Minnesota
$248K +$21K +160 +10%
ANBT
1142
American National Bank & Trust
Texas
$246K – – –
FP
1143
Financial Perspectives
Minnesota
$245K – – –
WCFA
1144
Walkner Condon Financial Advisors
Wisconsin
$243K +$231K +1,764 New
EA
1145
Ellsworth Advisors
Ohio
$243K – – –
SCM
1146
Schnieders Capital Management
California
$243K +$11.5K +88 +5%
PFSC
1147
Peoples Financial Services Corp
Pennsylvania
$242K – – –
MWM
1148
Marietta Wealth Management
Georgia
$242K – – –
FFA
1149
Founders Financial Alliance
North Carolina
$241K -$96.6K -738 -30%
GB
1150
Goepper Burkhardt
South Carolina
$241K – – –