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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1301
Wellington Group
Indiana
$78.7K +$74.8K +571 New
TF
1302
Tompkins Financial
New York
$77.2K – – –
AG
1303
AmeriFlex Group
Nevada
$76.6K +$60.2K +460 +479%
SIS
1304
Sound Income Strategies
Florida
$76.4K +$50.2K +383 +262%
DSC
1305
Duncker Streett & Co
Missouri
$76.1K – – –
FMP
1306
Financial Management Professionals
Texas
$75.6K +$1.57K +12 +2%
RCM
1307
Richardson Capital Management
Wisconsin
$73.8K – – –
PAM
1308
Parvin Asset Management
South Dakota
$72.4K – – –
POIA
1309
Pin Oak Investment Advisors
Texas
$72K – – –
SS
1310
Sunbelt Securities
Texas
$71.8K -$1.57K -12 -2%
MPW
1311
MASECO Private Wealth
$71.7K +$12.7K +97 +23%
MSWA
1312
Marshall & Sterling Wealth Advisors
New York
$69.5K -$131 -1 -0.2%
FPB
1313
First PREMIER Bank
South Dakota
$69K -$5.63K -43 -8%
OCM
1314
Orion Capital Management
California
$68.9K -$4.32K -33 -6%
CB
1315
Centennial Bank
Arkansas
$68.9K – – –
PWA
1316
Provenance Wealth Advisors
Florida
$68.9K – – –
TWD
1317
True Wealth Design
Ohio
$68.4K -$262 -2 -0.4%
GKIM
1318
GW&K Investment Management
Massachusetts
$68K +$3.27K +25 +5%
BFS
1319
Beacon Financial Strategies
North Carolina
$67.4K +$64K +489 New
OC
1320
Optima Capital
Oregon
$67.4K +$64K +489 New
WIM
1321
Westside Investment Management
California
$67.1K – – –
LAM
1322
LOM Asset Management
$65.5K – – –
UFPG
1323
United Financial Planning Group
New York
$65.2K +$3.01K +23 +5%
OP
1324
ORG Partners
Indiana
$64.9K +$34.2K +261 +124%
LGWM
1325
Litman Gregory Wealth Management
California
$64.8K +$61.5K +470 New
51 52
53
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