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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1226
Cedar Wealth Management
California
$21.1K – – –
CFFP
1227
Center for Financial Planning
Michigan
$20.4K – – –
RTL
1228
Red Tortoise LLC
Georgia
$20.1K – – –
CWM
1229
Centricity Wealth Management
Ohio
$19.7K +$21.5K +202 New
FFA
1230
Frazier Financial Advisors
Ohio
$19.5K -$7.57K -71 -26%
FUBT
1231
First United Bank & Trust
Maryland
$19.5K – – –
OLVIG
1232
Oliver Lagore Vanvalin Investment Group
Michigan
$19.5K – – –
CWM
1233
Copia Wealth Management
Oregon
$19.5K +$21.3K +200 New
MG
1234
MilWealth Group
Wisconsin
$19.5K +$21.3K +200 New
CWC
1235
Carolinas Wealth Consulting
North Carolina
$19.3K – – –
DWM
1236
Darwin Wealth Management
Florida
$19.2K +$2.99K +28 +17%
CAM
1237
Close Asset Management
United Kingdom
$19K – – –
CTB
1238
Country Trust Bank
Illinois
$18.9K – – –
FFO
1239
Fortitude Family Office
Arizona
$18.7K -$13.7K -128 -40%
BIA
1240
Bell Investment Advisors
California
$18.7K +$2.13K +20 +12%
EBA
1241
Eagle Bay Advisors
New York
$17.9K – – –
QPBE
1242
Quintet Private Bank (Europe)
Luxembourg
$17.6K – – –
CWM
1243
Consultiva Wealth Management
Puerto Rico
$17.5K +$19.2K +180 New
RMP
1244
Richards, Merrill & Peterson
Washington
$16.7K +$18.3K +172 New
AIC
1245
Archer Investment Corporation
Indiana
$16.6K – – –
MAS
1246
MPWM Advisory Solutions
Georgia
$16.6K +$18.2K +171 New
T
1247
Transce3nd
Texas
$16.1K +$17.6K +165 New
GJIA
1248
Glass Jacobson Investment Advisors
Maryland
$14.8K +$1.92K +18 +13%
PPC
1249
Park Place Capital
Alabama
$14.8K – – –
BHWM
1250
Beaird Harris Wealth Management
Texas
$14.4K -$59.3K -556 -79%