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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
376
Vestmark Advisory Solutions
Massachusetts
$1.7M +$228K +2,366 +16%
QCG
377
Quadrant Capital Group
Ohio
$1.7M +$205K +2,119 +14%
FA
378
FDx Advisors
Illinois
$1.65M +$62.8K +651 +4%
VT
379
Vise Technologies
New York
$1.65M +$78.9K +817 +5%
LBC
380
Lowe Brockenbrough & Co
Virginia
$1.64M +$33.3K +345 +2%
GC
381
Guggenheim Capital
Illinois
$1.64M +$189K +1,960 +14%
RIL
382
Rothschild Investment LLC
Illinois
$1.63M +$56.1K +581 +4%
PG
383
Patten Group
Tennessee
$1.63M +$28.9K +299 +2%
SW
384
SVB Wealth
Massachusetts
$1.63M +$49.8K +516 +3%
S
385
SimplyRich
California
$1.62M – – –
AS
386
Altshuler Shaham
Israel
$1.62M +$1.55M +16,074 New
AWP
387
Ascent Wealth Partners
New York
$1.61M +$15.2K +157 +1%
CWP
388
Capital Wealth Planning
Florida
$1.61M +$496K +5,142 +48%
PCM
389
Penserra Capital Management
California
$1.61M +$496K +5,142 +48%
B
390
Bellecapital
Switzerland
$1.61M +$88.5K +917 New
RGC
391
Roberts, Glore & Co
Illinois
$1.57M -$111K -1,145 -7%
AWM
392
Allen Wealth Management
North Carolina
$1.57M +$1.5M +15,521 New
CT
393
Coastline Trust
Rhode Island
$1.56M – – –
SFG
394
SevenBridge Financial Group
Pennsylvania
$1.56M – – –
RPSA
395
Richard P. Slaughter Associates
Texas
$1.56M -$48.9K -507 -3%
SCTC
396
Sanibel Captiva Trust Company
Florida
$1.54M +$1.48M +15,298 New
DM
397
Delphi Management
Massachusetts
$1.53M +$173K +1,793 +13%
TC
398
TownSquare Capital
Utah
$1.53M -$1.02M -10,529 -41%
SC
399
Sepio Capital
Utah
$1.53M -$200K -2,071 -12%
EI
400
Ellevest Inc
New York
$1.52M +$43K +445 +3%
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