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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1301
Kelleher Financial Advisors
New York
$80.5K – – –
AP
1302
Advisors Preferred
Maryland
$79K +$74.6K +570 New
WG
1303
Wellington Group
Indiana
$78.7K +$74.8K +571 New
TF
1304
Tompkins Financial
New York
$77.2K – – –
AG
1305
AmeriFlex Group
Nevada
$76.6K +$60.2K +460 +479%
SIS
1306
Sound Income Strategies
Florida
$76.4K +$50.2K +383 +262%
DSC
1307
Duncker Streett & Co
Missouri
$76.1K – – –
FMP
1308
Financial Management Professionals
Texas
$75.6K +$1.57K +12 +2%
RCM
1309
Richardson Capital Management
Wisconsin
$73.8K – – –
PAM
1310
Parvin Asset Management
South Dakota
$72.4K – – –
POIA
1311
Pin Oak Investment Advisors
Texas
$72K – – –
SS
1312
Sunbelt Securities
Texas
$71.8K -$1.57K -12 -2%
MASECO Private Wealth
1313
MASECO Private Wealth
$71.7K +$12.7K +97 +23%
MSWA
1314
Marshall & Sterling Wealth Advisors
New York
$69.5K -$131 -1 -0.2%
FPB
1315
First PREMIER Bank
South Dakota
$69K -$5.63K -43 -8%
OCM
1316
Orion Capital Management
California
$68.9K -$4.32K -33 -6%
CB
1317
Centennial Bank
Arkansas
$68.9K – – –
PWA
1318
Provenance Wealth Advisors
Florida
$68.9K – – –
TWD
1319
True Wealth Design
Ohio
$68.4K -$262 -2 -0.4%
GW&K Investment Management
1320
GW&K Investment Management
Massachusetts
$68K +$3.27K +25 +5%
BFS
1321
Beacon Financial Strategies
North Carolina
$67.4K +$64K +489 New
OC
1322
Optima Capital
Oregon
$67.4K +$64K +489 New
WIM
1323
Westside Investment Management
California
$67.1K – – –
LAM
1324
LOM Asset Management
$65.5K – – –
UFPG
1325
United Financial Planning Group
New York
$65.2K +$3.01K +23 +5%