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Novartis

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