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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
1151
Daiwa Securities Group
Japan
$241K +$38.6K +295 +20%
FWA
1152
FSM Wealth Advisors
Ohio
$241K -$655 -5 -0.3%
SIA
1153
Soltis Investment Advisors
Utah
$240K +$16.1K +123 +8%
VCA
1154
Verdence Capital Advisors
Maryland
$240K +$1.7K +13 +0.8%
IWAO
1155
Independence Wealth Advisors (Ohio)
Ohio
$240K +$228K +1,738 New
HWMG
1156
Hurlow Wealth Management Group
Indiana
$239K -$29.9K -228 -12%
BW
1157
Bravera Wealth
North Dakota
$239K +$227K +1,734 New
EWM
1158
Endowment Wealth Management
Wisconsin
$237K +$226K +1,722 New
NAMNJ
1159
NorthStar Asset Management (New Jersey)
New Jersey
$237K +$225K +1,719 New
ACA
1160
Anchor Capital Advisors
Massachusetts
$237K
OPWM
1161
Oregon Pacific Wealth Management
Oregon
$237K -$6.68K -51 -3%
PCG
1162
Prosperity Consulting Group
Maryland
$236K +$225K +1,715 New
SIC
1163
SJS Investment Consulting
Ohio
$235K +$54.3K +415 +32%
BPWM
1164
Badgley Phelps Wealth Managers
Washington
$234K
FCM
1165
Family Capital Management
Michigan
$233K +$221K +1,690 New
PRTG
1166
Post Resch Tallon Group
New York
$233K +$3.14K +24 +1%
FC
1167
Fairscale Capital
New Hampshire
$232K
MFG
1168
MidWestOne Financial Group
Iowa
$231K
RPGK
1169
Retirement Planning Group (Kansas)
Kansas
$230K +$218K +1,668 New
CPW
1170
Crestmont Private Wealth
Texas
$228K +$216K +1,652 New
CC
1171
Courier Capital
New York
$227K -$45.8K -350 -18%
HIA
1172
Harbor Investment Advisory
Maryland
$227K +$1.44K +11 +0.7%
SQA
1173
Simon Quick Advisors
New Jersey
$226K +$215K +1,642 New
BFWA
1174
Benchmark Financial Wealth Advisors
Florida
$226K
WA
1175
Westfuller Advisors
New York
$224K