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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1151
Excalibur Management
Massachusetts
$279K – – –
BFA
1152
Brown Financial Advisors
Ohio
$279K +$280K +1,828 New
TWA
1153
Trace Wealth Advisors
California
$279K – – –
WFP
1154
Welch Financial Planning
Colorado
$279K – – –
EW
1155
Elyxium Wealth
California
$278K -$151K -982 -35%
AMPWP
1156
Alvarez & Marsal Private Wealth Partners
Florida
$278K +$279K +1,819 New
LHP
1157
Lexington Hill Partners
Texas
$277K +$278K +1,816 New
VA
1158
VestGen Advisors
Illinois
$277K +$287K +1,871 New
RWMG
1159
Redwood Wealth Management Group
New Jersey
$277K – – –
FNT
1160
First Nebraska Trust
Nebraska
$277K -$11.5K -75 -4%
SW
1161
SteelPeak Wealth
California
$276K +$277K +1,806 New
FEM
1162
Fulcrum Equity Management
Texas
$276K – – –
LW
1163
Linscomb Wealth
Texas
$276K +$277K +1,804 New
PT
1164
Plimoth Trust
Massachusetts
$275K -$6.9K -45 -2%
BVP
1165
Bristlecone Value Partners
California
$274K +$275K +1,794 New
TWP
1166
Triad Wealth Partners
Kansas
$273K +$274K +1,789 New
SIA
1167
Soltis Investment Advisors
Utah
$273K +$6.9K +45 +3%
MWM
1168
Marietta Wealth Management
Georgia
$273K +$5.06K +33 +2%
ANBT
1169
American National Bank & Trust
Texas
$273K – – –
FP
1170
Financial Perspectives
Minnesota
$271K – – –
LWA
1171
Legacy Wealth Advisors
Florida
$270K +$271K +1,769 New
SCM
1172
Schnieders Capital Management
California
$269K – – –
GB
1173
Goepper Burkhardt
South Carolina
$267K – – –
RMDI
1174
R.M. Davis Inc
Maine
$267K +$268K +1,747 New
JAG
1175
Journey Advisory Group
Kentucky
$265K -$46K -300 -15%
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