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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
351
Johnson Investment Counsel
Ohio
$2.13M -$75.3K -664 -3%
BP
352
Ballentine Partners
Massachusetts
$2.12M +$117K +1,030 +6%
JPWM
353
Jamison Private Wealth Management
Georgia
$2.12M – – –
AFG
354
Atomi Financial Group
New York
$2.12M +$498K +4,389 +31%
EI
355
Ellevest Inc
New York
$2.1M +$10.7K +94 +0.5%
CCG
356
Cloverfields Capital Group
Minnesota
$2.09M +$2.06M +18,178 New
III
357
Independent Investors Inc
New York
$2.06M – – –
HL
358
HeadInvest LLC
Maine
$2.05M -$14.4K -127 -0.7%
KCM
359
Kathmere Capital Management
Pennsylvania
$2.04M +$460K +4,056 +30%
QCG
360
Quadrant Capital Group
Ohio
$2.04M +$43.8K +386 +2%
AUB
361
Atlantic Union Bankshares
Virginia
$2.04M -$19.3K -170 -1%
GT
362
Greenleaf Trust
Michigan
$2.02M +$164K +1,445 +9%
MCM
363
MAI Capital Management
Ohio
$2.02M -$2.17M -19,168 -52%
KBG
364
Kahn Brothers Group
New York
$2.02M – – –
CCA
365
Checchi Capital Advisers
California
$2.02M -$69.9K -616 -3%
AI
366
Arvest Investments
Arkansas
$2.02M -$264K -2,324 -12%
QP
367
Quartz Partners
New York
$1.99M +$1.96M +17,310 New
PWM
368
Perigon Wealth Management
California
$1.99M -$25K -220 -1%
AMG
369
Advisors Management Group
Wisconsin
$1.98M -$4.08K -36 -0.2%
PFS
370
Prospera Financial Services
Texas
$1.97M +$113 +1 +0%
LSAG
371
Lake Street Advisors Group
New Hampshire
$1.97M +$1.09M +9,591 +127%
S
372
SimplyRich
California
$1.94M +$210K +1,850 +12%
BFA
373
Benedict Financial Advisors
Georgia
$1.94M -$37.6K -331 -2%
VT
374
Vise Technologies
New York
$1.92M +$38.6K +340 +2%
DAS
375
Dynamic Advisor Solutions
Arizona
$1.91M -$94.3K -831 -5%
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