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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1326
SFMG Wealth Advisors
Texas
$206K +$197K +1,314 New
PWP
1327
Private Wealth Partners
California
$206K – – –
SPAS
1328
Spectrum Planning & Advisory Services
California
$205K +$197K +1,311 New
PWMG
1329
Prestige Wealth Management Group
New Jersey
$205K – – –
IPW
1330
Inlet Private Wealth
Florida
$204K +$195K +1,304 New
DF
1331
Dunhill Financial
United Kingdom
$204K +$47.2K +315 +32%
HC
1332
Headland Capital
South Carolina
$204K +$195K +1,302 New
CI
1333
Cambiar Investors
Colorado
$204K -$18.7K -125 -9%
WCA
1334
Westover Capital Advisors
Delaware
$204K +$195K +1,300 New
ACP
1335
Aviance Capital Partners
Florida
$203K +$194K +1,297 New
ATIA
1336
American Trust Investment Advisors
New Hampshire
$202K -$7.95K -53 -4%
HFS
1337
Hoge Financial Services
Pennsylvania
$202K +$194K +1,291 New
CH
1338
CDKV Holdings
Colorado
$202K – – –
SA
1339
Spectrum Advisors
Texas
$202K +$193K +1,288 New
MWP
1340
Madison Wealth Partners
Wisconsin
$201K +$192K +1,281 New
TWM
1341
Tanager Wealth Management
United Kingdom
$201K +$192K +1,281 New
AM
1342
Atwater Malick
Pennsylvania
$200K +$192K +1,278 New
SMBT
1343
Southern Michigan Bank & Trust
Michigan
$199K – – –
CWP
1344
Concord Wealth Partners
Virginia
$198K +$189K +1,264 New
MMG
1345
Monetary Management Group
Missouri
$197K – – –
HBT
1346
Hills Bank & Trust
Iowa
$196K -$24K -160 -11%
POIA
1347
Pin Oak Investment Advisors
Texas
$196K +$119K +791 +171%
ACA
1348
Atlas Capital Advisors
Wyoming
$185K -$457K -3,051 -72%
MA
1349
MCF Advisors
Kentucky
$181K – – –
SWM
1350
SHP Wealth Management
Massachusetts
$179K -$8.39K -56 -5%
52 53
54
55 56