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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$8.84M +$856K +10,304 +11%
EVM
152
Evelyn V. Moreno
$8.82M +$801K +9,651 +11%
TTWM
153
TCV Trust & Wealth Management
Virginia
$8.8M -$169K -2,034 -2%
ISL
154
Ingalls & Snyder LLC
New York
$8.58M -$49.9K -601 -0.6%
Federated Hermes
155
Federated Hermes
Pennsylvania
$8.49M -$1.7M -20,445 -17%
CM
156
Caption Management
Oklahoma
$8.31M +$4.4M +53,003 +126%
AAIM
157
American Assets Investment Management
California
$8.19M
RG
158
Rathbones Group
United Kingdom
$8.14M -$120K -1,442 -2%
GF
159
Gabelli Funds
New York
$8.05M -$83K -1,000 -1%
WF
160
Welch & Forbes
Massachusetts
$8M +$182K +2,187 +2%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$7.99M -$15.7K -189 -0.2%
GC
162
Grimes & Company
Massachusetts
$7.94M +$183K +2,205 +2%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$7.93M +$147K +1,775 +2%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$7.92M -$416K -5,012 -5%
MJP
165
Michael J. Puzo
$7.83M -$285K -3,433 -4%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$7.78M +$7.38M +88,887 New
PMG
167
ProVise Management Group
Florida
$7.68M +$304K +3,664 +4%
FF
168
FourThought Financial
Florida
$7.59M +$134K +1,610 +2%
Creative Planning
169
Creative Planning
Kansas
$7.55M -$1.56M -18,846 -18%
MCM
170
Mengis Capital Management
Oregon
$7.44M +$195K +2,350 +3%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$7.42M +$164K +1,975 +2%
BCM
172
Buckhead Capital Management
Georgia
$7.42M -$278K -3,354 -4%
OCAM
173
Onex Canada Asset Management
Ontario, Canada
$7.18M -$8.3M -100,000 -55%
CCM
174
Cohen Capital Management
California
$7.17M
New York State Common Retirement Fund
175
New York State Common Retirement Fund
New York
$6.94M +$73.1K +880 +1%