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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1201
VSM Wealth Advisory
Maryland
$28.4K +$31.1K +292 New
Union Bancaire Privee
1202
Union Bancaire Privee
Switzerland
$27.4K +$30K +281 New
RWM
1203
Raffa Wealth Management
District of Columbia
$26.5K – – –
LIS
1204
Legacy Investment Solutions
Idaho
$26K – – –
LWMI
1205
Legacy Wealth Management (Idaho)
Idaho
$26K – – –
GW&K Investment Management
1206
GW&K Investment Management
Massachusetts
$26K – – –
NMG
1207
New Millennium Group
Utah
$26K – – –
HI
1208
Human Investing
Oregon
$25.5K +$27.9K +262 New
SVCP
1209
Silicon Valley Capital Partners
California
$24.9K – – –
BONH
1210
Bank of New Hampshire
New Hampshire
$24.8K – – –
Raiffeisen Bank International
1211
Raiffeisen Bank International
Austria
$24.6K +$27.2K +255 New
AFG
1212
Albion Financial Group
Utah
$24.4K +$17.1K +160 +176%
RMC
1213
Resources Management Corp
Connecticut
$24K – – –
OP
1214
ORG Partners
Indiana
$23.7K -$80.3K -753 -76%
Credit Agricole
1215
Credit Agricole
France
$23.6K – – –
BWAM
1216
Boyd Watterson Asset Management
Ohio
$23.1K – – –
MFA
1217
McClarren Financial Advisors
Pennsylvania
$23K +$12.9K +121 +100%
RWS
1218
Retirement Wealth Solutions
Wisconsin
$22.7K +$24.4K +229 New
WAM
1219
WFA Asset Management
Wisconsin
$22.7K – – –
HCM
1220
Hollencrest Capital Management
California
$22.6K – – –
CAWM
1221
Capital A Wealth Management
Pennsylvania
$22.3K +$24.4K +229 New
MWA
1222
Medallion Wealth Advisors
Connecticut
$22.2K +$24.3K +228 New
ATC
1223
Adirondack Trust Company
New York
$22.2K -$6.5K -61 -21%
TFM
1224
TFC Financial Management
Massachusetts
$21.9K -$4.16K -39 -15%
EPW
1225
Endeavor Private Wealth
Kansas
$21.7K +$23.8K +223 New