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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1226
Indiana Trust & Investment Management
Indiana
$7.57K – – –
SGC
1227
Slocum, Gordon & Co
Rhode Island
$7.37K +$7.05K +73 New
MWM
1228
Mascoma Wealth Management
New Hampshire
$6.76K – – –
RWPA
1229
Richard W. Paul & Associates
Michigan
$6.56K – – –
CPA
1230
Clear Point Advisors
New York
$6.46K +$6.18K +64 New
TFM
1231
TFC Financial Management
Massachusetts
$6.36K -$1.93K -20 -24%
MSG
1232
Main Street Group
Virginia
$6.26K +$5.98K +62 New
LFA
1233
Legend Financial Advisors
Pennsylvania
$6.16K – – –
MCM
1234
MV Capital Management
Maryland
$6.06K – – –
VAG
1235
VisionPoint Advisory Group
Texas
$5.96K +$5.7K +59 New
TFG
1236
Team Financial Group
California
$5.86K – – –
JGIA
1237
Jackson Grant Investment Advisers
Connecticut
$5.65K – – –
AWM
1238
Able Wealth Management
New Jersey
$5.45K +$5.21K +54 New
FFO
1239
Fortitude Family Office
Arizona
$5.35K +$5.12K +53 New
FF
1240
Friedenthal Financial
New Jersey
$5.25K +$5.02K +52 New
RCM
1241
Raleigh Capital Management
North Carolina
$5.05K – – –
CCA
1242
Criterion Capital Advisors
Tennessee
$4.54K +$4.34K +45 New
SRCM
1243
Signature Resources Capital Management
California
$4.54K +$4.34K +45 New
PWMG
1244
Provence Wealth Management Group
California
$4.14K – – –
SIM
1245
Studio Investment Management
Illinois
$4.04K – – –
TFGT
1246
TS Financial Group (TSFG)
Illinois
$4K -$9.75K -101 -74%
AWM
1247
Abound Wealth Management
Tennessee
$3.84K – – –
HWM
1248
HighMark Wealth Management
Minnesota
$3.63K -$1.83K -19 -35%
PIS
1249
POM Investment Strategies
North Carolina
$3.63K +$3.48K +36 New
TAM
1250
Tucker Asset Management
Colorado
$3.13K -$193 -2 -6%
48 49
50
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