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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1451
Strategic Wealth Advisors
Arizona
$52K – – –
GSEP
1452
Golden State Equity Partners
California
$51.7K -$362K -2,418 -88%
CCWM
1453
Cassaday & Co Wealth Management
Virginia
$50.4K -$12.6K -84 -21%
EP
1454
Essential Partners
California
$50.1K -$8.1K -54 -14%
RWM
1455
Raffa Wealth Management
District of Columbia
$50K +$3K +20 +7%
ZBNA
1456
Zions Bancorporation, National Association
Utah
$49.8K – – –
SC
1457
Solstein Capital
California
$47K – – –
ABWM
1458
Alpine Bank Wealth Management
Colorado
$47K +$45K +300 New
SPF
1459
South Plains Financial
Texas
$46.4K – – –
LB
1460
Legacy Bridge
Iowa
$45.8K – – –
VWA
1461
VSM Wealth Advisory
Maryland
$45.8K – – –
AT
1462
Arlington Trust
Alabama
$45.1K – – –
AFG
1463
Albion Financial Group
Utah
$44K – – –
AF
1464
Alerus Financial
North Dakota
$44K – – –
WA
1465
Whipplewood Advisors
Colorado
$43.6K -$121K -810 -74%
LC
1466
Lavaca Capital
Texas
$43.6K +$23.8K +159 +134%
MPW
1467
MASECO Private Wealth
$43.1K -$22.2K -148 -35%
MWA
1468
Medallion Wealth Advisors
Connecticut
$41.5K -$8.7K -58 -18%
BIA
1469
Bell Investment Advisors
California
$40.6K -$600 -4 -2%
MWPCG
1470
Measured Wealth Private Client Group
New Hampshire
$40.6K – – –
RWS
1471
Retirement Wealth Solutions
Wisconsin
$40.1K – – –
BONH
1472
Bank of New Hampshire
New Hampshire
$40K – – –
HWP
1473
Highline Wealth Partners
California
$39.6K -$1.5K -10 -4%
NSG
1474
Nalls Sherbakoff Group
Tennessee
$39.2K – – –
SEP
1475
Signature Equity Partners
Ohio
$37.6K +$1.8K +12 +5%
57 58
59
60 61