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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1201
Summit Wealth Group (Colorado)
Colorado
$255K +$256K +1,670 New
BFWA
1202
Benchmark Financial Wealth Advisors
Florida
$255K +$4.91K +32 +2%
NWM
1203
Nolet Wealth Management
Texas
$255K +$256K +1,667 New
SI
1204
Stirlingshire Investments
New York
$252K +$253K +1,653 New
CC
1205
Courier Capital
New York
$252K – – –
HIA
1206
Harbor Investment Advisory
Maryland
$251K – – –
Capital Advisors Inc
1207
Capital Advisors Inc
Oklahoma
$250K +$251K +1,637 New
Glenview Trust
1208
Glenview Trust
Kentucky
$249K +$11.5K +75 +5%
PAM
1209
Paradigm Asset Management
New York
$249K -$92K -600 -27%
CPW
1210
Cove Private Wealth
New York
$248K +$249K +1,626 New
OMIC
1211
Old Mission Investment Co
Michigan
$248K -$1.23K -8 -0.5%
MGWM
1212
Marks Group Wealth Management
Minnesota
$247K -$27.3K -178 -10%
Larson Financial Group
1213
Larson Financial Group
Missouri
$246K +$26.5K +173 +12%
ClearBridge Investments
1214
ClearBridge Investments
New York
$246K -$307 -2 -0.1%
MWM
1215
Mattern Wealth Management
Kansas
$244K -$2.45K -16 -1%
Azimuth Capital Investment Management
1216
Azimuth Capital Investment Management
Michigan
$244K – – –
CoreCap Advisors
1217
CoreCap Advisors
Michigan
$244K +$6.29K +41 +3%
TIA
1218
Tandem Investment Advisors
South Carolina
$244K +$245K +1,596 New
HighPoint Advisor Group
1219
HighPoint Advisor Group
Illinois
$244K -$1.37M -8,907 -85%
EWM
1220
Endowment Wealth Management
Wisconsin
$243K -$19.6K -128 -7%
PWA
1221
Physician Wealth Advisors
Utah
$243K +$3.83K +25 +2%
NPT
1222
Nixon Peabody Trust
Massachusetts
$242K -$48.3K -315 -17%
MFP
1223
Meramec Financial Planners
Missouri
$242K – – –
Quotient Wealth Partners
1224
Quotient Wealth Partners
Texas
$242K +$243K +1,583 New
AP
1225
Arlington Partners
Alabama
$241K +$242K +1,579 New