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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
1301
O'Rourke & Company
Massachusetts
$216K
OKSA
1302
O'Keefe Stevens Advisory
New York
$215K
BHC
1303
Bowen Hanes & Co
Florida
$214K
CCAM
1304
Cascades Capital Asset Management
North Carolina
$213K -$9.44K -63 -4%
T
1305
TrustBank
Illinois
$213K
FM
1306
Family Management
New York
$213K -$20.1K -134 -9%
SWM
1307
SeaCrest Wealth Management
New York
$213K +$203K +1,357 New
RPCONE
1308
Retirement Planning Company of New England
Rhode Island
$213K
TWIM
1309
TIAA Wealth Investment Management
New York
$212K +$26.7K +178 +15%
MWA
1310
Muirfield Wealth Advisors
North Carolina
$212K -$2.7K -18 -1%
GIA
1311
GHP Investment Advisors
Colorado
$210K
WSWA
1312
Warren Street Wealth Advisors
California
$210K +$1.05K +7 +0.5%
OCWP
1313
Owl Creek Wealth Partners
Colorado
$209K -$27.1K -181 -12%
KAS
1314
KPP Advisory Services
Kentucky
$209K
SF
1315
Symphony Financial
Texas
$209K +$199K +1,325 New
UWM
1316
Urban Wealth Management
California
$208K
APFP
1317
Action Point Financial Planning
Michigan
$208K +$200K +1,331 New
PF
1318
PlanVest Financial
Maryland
$208K
EFG
1319
Everhart Financial Group
Ohio
$208K +$750 +5 +0.4%
OWA
1320
Octavia Wealth Advisors
Ohio
$208K +$199K +1,326 New
SRL
1321
Scientech Research LLC
New Jersey
$206K +$197K +1,315 New
SWA
1322
SFMG Wealth Advisors
Texas
$206K +$197K +1,314 New
PWP
1323
Private Wealth Partners
California
$206K
SPAS
1324
Spectrum Planning & Advisory Services
California
$205K +$197K +1,311 New
PWMG
1325
Prestige Wealth Management Group
New Jersey
$205K