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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1351
F/M Investments
District of Columbia
– -$208K -2,150 Closed
CWS
1352
Cypress Wealth Services
California
– -$202K -2,084 Closed
JFGIW
1353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$56.2K -559 Closed
EC
1354
EntryPoint Capital
New York
– -$52.4K -542 Closed
NIC
1355
Northwest Investment Counselors
Oregon
– -$46.9K -485 Closed
NRG
1356
Nemes Rush Group
Michigan
– -$45.1K -466 Closed
MAWCM
1357
Mine & Arao Wealth Creation & Management
California
– -$28.9K -299 Closed
CT
1358
Clearstead Trust
Maine
– -$26K -269 Closed
PO
1359
Private Ocean
California
– -$24.7K -255 Closed
FSWA
1360
Financial Synergies Wealth Advisors
Texas
– -$20.1K -208 Closed
MG
1361
MilWealth Group
Wisconsin
– -$14.7K -152 Closed
BCM
1362
Blume Capital Management
California
– -$14.5K -150 Closed
IWP
1363
IAG Wealth Partners
Wisconsin
– -$14.5K -150 Closed
PPWM
1364
PFG Private Wealth Management
Florida
– -$9.67K -100 Closed
IPW
1365
Impact Partnership Wealth
Georgia
– -$9.58K -99 Closed
GA
1366
GoalVest Advisory
New York
– -$7.45K -77 Closed
LF
1367
LifeSteps Financial
California
– -$6.48K -67 Closed
FIM
1368
Fernwood Investment Management
Massachusetts
– -$2.9K -30 Closed
ACA
1369
American Capital Advisory
Idaho
– -$2.67K -29 Closed
TIM
1370
Tortoise Investment Management
New York
– -$2.52K -26 Closed
TCM
1371
TruNorth Capital Management
Michigan
– -$2.32K -24 Closed
GFL
1372
Granite FO LLC
New Hampshire
– -$1.68K -14 Closed
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