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Novartis

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