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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
1201
Strengthening Families & Communities LLC
Massachusetts
$28.8K
MFA
1202
McClarren Financial Advisors
Pennsylvania
$28K -$10.3K -91 -43%
Credit Agricole
1203
Credit Agricole
France
$27.9K
BWAM
1204
Boyd Watterson Asset Management
Ohio
$27.3K -$567 -5 -2%
WAM
1205
WFA Asset Management
Wisconsin
$26.8K
HCM
1206
Hollencrest Capital Management
California
$26.7K
LIS
1207
Legacy Investment Solutions
Idaho
$25.4K +$27.8K +245 New
LWMI
1208
Legacy Wealth Management (Idaho)
Idaho
$25.4K +$27.8K +245 New
CWM
1209
Cedar Wealth Management
California
$25K
CFFP
1210
Center for Financial Planning
Michigan
$24.2K
RTL
1211
Red Tortoise LLC
Georgia
$23.8K
BFPW
1212
BOK Financial Private Wealth
Colorado
$23.1K
FUBT
1213
First United Bank & Trust
Maryland
$23K -$3.4K -30 -13%
OLVIG
1214
Oliver Lagore Vanvalin Investment Group
Michigan
$23K
TC
1215
Trust Company
Kansas
$23K
WBC
1216
West Branch Capital
Massachusetts
$23K
CAM
1217
Close Asset Management
United Kingdom
$23K
CWC
1218
Carolinas Wealth Consulting
North Carolina
$22.8K -$2.84K -25 -11%
CTB
1219
Country Trust Bank
Illinois
$22.3K
TCM
1220
Tradewinds Capital Management
Washington
$21.9K +$4.54K +40 +27%
EBA
1221
Eagle Bay Advisors
New York
$21.2K
QPBE
1222
Quintet Private Bank (Europe)
Luxembourg
$20.8K +$2.72K +24 +15%
BIA
1223
Bell Investment Advisors
California
$19.8K
AIC
1224
Archer Investment Corporation
Indiana
$19.7K +$9.64K +85 +99%
DWM
1225
Darwin Wealth Management
Florida
$19.4K +$19.2K +169 New