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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
1376
State of Wyoming
Wyoming
$124K -$22.5K -150 -16%
CBT
1377
Crews Bank & Trust
Florida
$123K – – –
AF
1378
Abound Financial
California
$121K -$2.4K -16 -2%
KFA
1379
Kelleher Financial Advisors
New York
$120K +$27.4K +183 +31%
TCM
1380
Triumph Capital Management
Colorado
$118K +$1.5K +10 +1%
CIA
1381
Cape Investment Advisory
Georgia
$117K +$112K +747 New
IAS
1382
IMA Advisory Services
Colorado
$116K +$5.4K +36 +5%
BL
1383
BFSG LLC
California
$116K +$5.85K +39 +6%
WTA
1384
Washington Trust Advisors
Massachusetts
$115K -$150 -1 -0.1%
GSWM
1385
Golden State Wealth Management
California
$115K +$2.4K +16 +2%
HNW
1386
High Note Wealth
Minnesota
$113K -$37.9K -253 -26%
LAM
1387
LOM Asset Management
$113K +$36.7K +245 +52%
1L
1388
10Elms LLP
Oklahoma
$110K – – –
EP
1389
Evelyn Partners
$110K +$105K +700 New
MIA
1390
MeadowBrook Investment Advisors
Michigan
$110K – – –
W
1391
WealthCollab
Washington
$108K – – –
AP
1392
Advisors Preferred
Maryland
$106K -$297K -1,981 -75%
MIM
1393
MTM Investment Management
South Carolina
$104K – – –
BWM
1394
Bullock Wealth Management
Indiana
$104K -$3K -20 -3%
CFSG
1395
Community Financial Services Group
Vermont
$102K -$245K -1,634 -71%
MMCM
1396
Murphy & Mullick Capital Management
New York
$102K – – –
EI
1397
EFG International
$102K +$150 +1 +0.2%
ASCM
1398
Adkins Seale Capital Management
Louisiana
$100K – – –
LWM
1399
Lodestone Wealth Management
Washington
$100K – – –
PWA
1400
Provenance Wealth Advisors
Florida
$99.8K +$20.5K +137 +27%
54 55
56
57 58