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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1201
Paladin Advisory Group
Iowa
$29K – – –
SFCL
1202
Strengthening Families & Communities LLC
Massachusetts
$28.8K – – –
MFA
1203
McClarren Financial Advisors
Pennsylvania
$28K -$10.3K -91 -43%
Credit Agricole
1204
Credit Agricole
France
$27.9K – – –
BWAM
1205
Boyd Watterson Asset Management
Ohio
$27.3K -$567 -5 -2%
WAM
1206
WFA Asset Management
Wisconsin
$26.8K – – –
HCM
1207
Hollencrest Capital Management
California
$26.7K – – –
LIS
1208
Legacy Investment Solutions
Idaho
$25.4K +$27.8K +245 New
LWMI
1209
Legacy Wealth Management (Idaho)
Idaho
$25.4K +$27.8K +245 New
CWM
1210
Cedar Wealth Management
California
$25K – – –
CFFP
1211
Center for Financial Planning
Michigan
$24.2K – – –
RTL
1212
Red Tortoise LLC
Georgia
$23.8K – – –
BFPW
1213
BOK Financial Private Wealth
Colorado
$23.1K – – –
FUBT
1214
First United Bank & Trust
Maryland
$23K -$3.4K -30 -13%
OLVIG
1215
Oliver Lagore Vanvalin Investment Group
Michigan
$23K – – –
TC
1216
Trust Company
Kansas
$23K – – –
WBC
1217
West Branch Capital
Massachusetts
$23K – – –
CAM
1218
Close Asset Management
United Kingdom
$23K – – –
CWC
1219
Carolinas Wealth Consulting
North Carolina
$22.8K -$2.84K -25 -11%
CTB
1220
Country Trust Bank
Illinois
$22.3K – – –
TCM
1221
Tradewinds Capital Management
Washington
$21.9K +$4.54K +40 +27%
EBA
1222
Eagle Bay Advisors
New York
$21.2K – – –
QPBE
1223
Quintet Private Bank (Europe)
Luxembourg
$20.8K +$2.72K +24 +15%
BIA
1224
Bell Investment Advisors
California
$19.8K – – –
AIC
1225
Archer Investment Corporation
Indiana
$19.7K +$9.64K +85 +99%