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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1301
Colonial Trust Advisors
South Carolina
$218K -$6.9K -46 -3%
LPAM
1302
Lodestar Private Asset Management
California
$218K – – –
FWI
1303
Facet Wealth Inc
Maryland
$217K +$207K +1,384 New
FCP
1304
Fidelis Capital Partners
Florida
$217K -$1.8K -12 -0.9%
ORC
1305
O'Rourke & Company
Massachusetts
$216K – – –
OKSA
1306
O'Keefe Stevens Advisory
New York
$215K – – –
BHC
1307
Bowen Hanes & Co
Florida
$214K – – –
CCAM
1308
Cascades Capital Asset Management
North Carolina
$213K -$9.44K -63 -4%
T
1309
TrustBank
Illinois
$213K – – –
FM
1310
Family Management
New York
$213K -$20.1K -134 -9%
SWM
1311
SeaCrest Wealth Management
New York
$213K +$203K +1,357 New
RPCONE
1312
Retirement Planning Company of New England
Rhode Island
$213K – – –
TWIM
1313
TIAA Wealth Investment Management
New York
$212K +$26.7K +178 +15%
MWA
1314
Muirfield Wealth Advisors
North Carolina
$212K -$2.7K -18 -1%
GIA
1315
GHP Investment Advisors
Colorado
$210K – – –
WSWA
1316
Warren Street Wealth Advisors
California
$210K +$1.05K +7 +0.5%
OCWP
1317
Owl Creek Wealth Partners
Colorado
$209K -$27.1K -181 -12%
KAS
1318
KPP Advisory Services
Kentucky
$209K – – –
SF
1319
Symphony Financial
Texas
$209K +$199K +1,325 New
UWM
1320
Urban Wealth Management
California
$208K – – –
APFP
1321
Action Point Financial Planning
Michigan
$208K +$200K +1,331 New
PF
1322
PlanVest Financial
Maryland
$208K – – –
EFG
1323
Everhart Financial Group
Ohio
$208K +$750 +5 +0.4%
OWA
1324
Octavia Wealth Advisors
Ohio
$208K +$199K +1,326 New
SRL
1325
Scientech Research LLC
New Jersey
$206K +$197K +1,315 New
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