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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
UBP
1201
Union Bancaire Privee
Switzerland
$27.4K +$30K +281 New
RWM
1202
Raffa Wealth Management
District of Columbia
$26.5K
LIS
1203
Legacy Investment Solutions
Idaho
$26K
LWMI
1204
Legacy Wealth Management (Idaho)
Idaho
$26K
GKIM
1205
GW&K Investment Management
Massachusetts
$26K
NMG
1206
New Millennium Group
Utah
$26K
HI
1207
Human Investing
Oregon
$25.5K +$27.9K +262 New
SVCP
1208
Silicon Valley Capital Partners
California
$24.9K
BONH
1209
Bank of New Hampshire
New Hampshire
$24.8K
RBI
1210
Raiffeisen Bank International
Austria
$24.6K +$27.2K +255 New
AFG
1211
Albion Financial Group
Utah
$24.4K +$17.1K +160 +176%
RMC
1212
Resources Management Corp
Connecticut
$24K
OP
1213
ORG Partners
Indiana
$23.7K -$80.3K -753 -76%
Credit Agricole
1214
Credit Agricole
France
$23.6K
BWAM
1215
Boyd Watterson Asset Management
Ohio
$23.1K
MFA
1216
McClarren Financial Advisors
Pennsylvania
$23K +$12.9K +121 +100%
RWS
1217
Retirement Wealth Solutions
Wisconsin
$22.7K +$24.4K +229 New
WAM
1218
WFA Asset Management
Wisconsin
$22.7K
HCM
1219
Hollencrest Capital Management
California
$22.6K
CAWM
1220
Capital A Wealth Management
Pennsylvania
$22.3K +$24.4K +229 New
MWA
1221
Medallion Wealth Advisors
Connecticut
$22.2K +$24.3K +228 New
ATC
1222
Adirondack Trust Company
New York
$22.2K -$6.5K -61 -21%
TFM
1223
TFC Financial Management
Massachusetts
$21.9K -$4.16K -39 -15%
EPW
1224
Endeavor Private Wealth
Kansas
$21.7K +$23.8K +223 New
CWM
1225
Cedar Wealth Management
California
$21.1K