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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1151
Duncker Streett & Co
Missouri
$53.7K -$46.9K -440 -44%
CAS
1152
Coppell Advisory Solutions
Texas
$53.6K -$5.65K -53 -9%
ZB
1153
Zions Bancorporation
Utah
$53.4K -$17.1K -160 -23%
CB
1154
Centennial Bank
Arkansas
$53K – – –
SWM
1155
Sugarloaf Wealth Management
Georgia
$52.9K – – –
MSWA
1156
Marshall & Sterling Wealth Advisors
New York
$52.4K +$57.5K +539 New
OCM
1157
Orion Capital Management
California
$51.9K +$56.8K +533 New
OIA
1158
Optimum Investment Advisors
Illinois
$51.6K – – –
PK
1159
Pflug Koory
Nebraska
$51.1K – – –
PAM
1160
Parvin Asset Management
South Dakota
$51.1K +$56K +525 New
CT
1161
Clearstead Trust
Maine
$50.6K +$55.5K +520 New
CTA
1162
Colonial Trust Advisors
South Carolina
$48.7K – – –
PWA
1163
Provenance Wealth Advisors
Florida
$48.7K – – –
Kestra Investment Management
1164
Kestra Investment Management
Texas
$47.2K +$51.7K +485 New
RBC
1165
Roble Belko & Company
Pennsylvania
$46K – – –
BCA
1166
Bray Capital Advisors
Florida
$45.4K – – –
VWM
1167
Vermillion Wealth Management
Minnesota
$45.2K +$49.6K +465 New
CWM
1168
Crowley Wealth Management
Delaware
$45.2K +$49.5K +464 New
CFD
1169
Creative Financial Designs
Indiana
$43.7K -$2.03K -19 -4%
CSWM
1170
Cassady Schiller Wealth Management
Ohio
$43.2K – – –
PCTC
1171
Perkins Coie Trust Company
Washington
$42K -$10.3K -97 -18%
POIA
1172
Pin Oak Investment Advisors
Texas
$42K – – –
PWMG
1173
Prestige Wealth Management Group
New Jersey
$41.4K – – –
MCM
1174
Manchester Capital Management
Vermont
$40.4K – – –
HNB
1175
Hilltop National Bank
Wyoming
$38.9K – – –