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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
Proathlete Wealth Management
Florida
$25.4K – – –
HIA
1502
Highland Investment Advisors
Florida
$25.2K +$24.1K +161 New
CWM
1503
Copia Wealth Management
Oregon
$25.1K – – –
WA
1504
Westfuller Advisors
New York
$24.4K – – –
PWA
1505
Principia Wealth Advisory
Texas
$24.1K +$1.65K +11 +8%
IW
1506
Imprint Wealth
South Carolina
$23.5K – – –
MCM
1507
MV Capital Management
Maryland
$23.4K -$2.1K -14 -9%
MAFA
1508
MJT & Associates Financial Advisory
Minnesota
$23.2K – – –
CH
1509
Canton Hathaway
Rhode Island
$22.3K – – –
EFMH
1510
E Fund Management (HK)
Hong Kong
$21.6K +$7.2K +48 +53%
PCFFS
1511
Pacific Center for Financial Services
California
$19.3K – – –
PGAM
1512
Princeton Global Asset Management
New Jersey
$19.3K – – –
HPWM
1513
High Point Wealth Management
New Jersey
$19.2K – – –
EWP
1514
Elevation Wealth Partners
California
$18.8K +$18K +120 New
WPA
1515
West Paces Advisors
Georgia
$18.8K +$18K +120 New
MWM
1516
Mosley Wealth Management
California
$18.6K -$150 -1 -0.8%
AAG
1517
Armstrong Advisory Group
Massachusetts
$18.2K – – –
DWM
1518
Darwin Wealth Management
Florida
$18K – – –
API
1519
Asset Planning Inc
California
$16.7K – – –
CMA
1520
Cedar Mountain Advisors
Oregon
$16.5K +$2.85K +19 +22%
AWM
1521
Abound Wealth Management
Tennessee
$16K -$150 -1 -1%
HIMS
1522
Hager Investment Management Services
New Hampshire
$16K -$3.9K -26 -20%
3FI
1523
3 Factor Indexing
California
$15.7K – – –
HIC
1524
Hamrick Investment Counsel
Washington
$15.7K – – –
HCM
1525
Horrell Capital Management
Arkansas
$15.7K – – –
59 60
61
62 63