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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
1301
Grey Fox Wealth Advisors
Delaware
– -$240K -2,374 Closed
DWM
1302
Drive Wealth Management
Utah
– -$232K -2,294 Closed
GSWM
1303
Greenup Street Wealth Management
Michigan
– -$225K -2,230 Closed
PIMG
1304
Patriot Investment Management Group
Tennessee
– -$222K -2,199 Closed
SG
1305
StoneX Group
New York
– -$221K -2,188 Closed
NCFG
1306
New Century Financial Group
New Jersey
– -$221K -2,185 Closed
Empirical Wealth Management
1307
Empirical Wealth Management
Washington
– -$218K -2,159 Closed
NSB
1308
Norway Savings Bank
Maine
– -$217K -2,148 Closed
WAP
1309
Wealthcare Advisory Partners
Pennsylvania
– -$217K -2,145 Closed
SWM
1310
SeaCrest Wealth Management
New York
– -$227K -2,139 Closed
MA
1311
MONECO Advisors
Connecticut
– -$211K -2,095 Closed
MMHP
1312
Murphy Middleton Hinkle & Parker
Georgia
– -$209K -2,072 Closed
Crawford Investment Counsel
1313
Crawford Investment Counsel
Georgia
– -$209K -2,070 Closed
IPW
1314
Inlet Private Wealth
Florida
– -$208K -2,059 Closed
HCM
1315
Hutner Capital Management
Vermont
– -$206K -2,040 Closed
Empower Advisory Group
1316
Empower Advisory Group
Colorado
– -$205K -2,030 Closed
Mairs & Power Inc
1317
Mairs & Power Inc
Minnesota
– -$204K -2,024 Closed
IPW
1318
Intergy Private Wealth
Colorado
– -$204K -2,018 Closed
MW
1319
Marcum Wealth
Ohio
– -$203K -2,007 Closed
PIA
1320
Perennial Investment Advisors
California
– -$203K -2,006 Closed
IIC
1321
Ironwood Investment Counsel
Arizona
– -$202K -2,002 Closed
SMH
1322
Sanders Morris Harris
Texas
– -$214K -2,000 Closed
SGK
1323
Steigerwald Gordon & Koch
Virginia
– -$202K -1,996 Closed
Annex Advisory Services
1324
Annex Advisory Services
Wisconsin
– -$201K -1,991 Closed
GWS
1325
Glassman Wealth Services
Virginia
– -$167K -1,655 Closed