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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Smartleaf Asset Management
Massachusetts
$2.63M +$179K +1,168 +7%
PG
377
Patten Group
Tennessee
$2.6M -$16.6K -108 -0.6%
MFGM
378
Marshall Financial Group (Maryland)
Maryland
$2.59M +$19.5K +127 +0.8%
FPWM
379
FSB Premier Wealth Management
Iowa
$2.59M -$38.2K -249 -1%
RIL
380
Rothschild Investment LLC
Illinois
$2.58M +$16.2K +106 +0.6%
NCM
381
Northside Capital Management
Oregon
$2.58M -$1.94M -12,659 -43%
JPWM
382
Jamison Private Wealth Management
Georgia
$2.58M – – –
ORG
383
Optimist Retirement Group
Washington
$2.57M -$334K -2,181 -11%
AWC
384
Abundance Wealth Counselors
Pennsylvania
$2.57M -$20.1K -131 -0.8%
DAS
385
Dynamic Advisor Solutions
Arizona
$2.54M +$9.04K +59 +0.4%
SGA
386
Strategic Global Advisors
California
$2.53M +$264K +1,719 +12%
IA
387
IAM Advisory
Pennsylvania
$2.53M +$56.1K +366 +2%
BCM
388
BTC Capital Management
Iowa
$2.53M -$128K -838 -5%
VWM
389
Venturi Wealth Management
Texas
$2.52M +$218K +1,425 +9%
DWT
390
Dorsey & Whitney Trust
South Dakota
$2.51M +$14.7K +96 +0.6%
PAM
391
Palisade Asset Management
Minnesota
$2.51M – – –
PA
392
Parallel Advisors
California
$2.5M +$574K +3,742 +30%
DWA
393
Dorsey Wright & Associates
California
$2.48M +$2.49M +16,264 New
PCIA
394
Prime Capital Investment Advisors
Kansas
$2.47M -$105K -682 -4%
EFMC
395
Empire Financial Management Company
New York
$2.44M -$74.7K -487 -3%
ACA
396
Aptus Capital Advisors
Alabama
$2.44M +$1.23K +8 +0.1%
AWP
397
Ascent Wealth Partners
New York
$2.43M +$37.1K +242 +2%
LWL
398
Leo Wealth LLC
Texas
$2.42M -$86.1K -562 -3%
ACM
399
Ativo Capital Management
Illinois
$2.42M +$489K +3,187 +25%
HL
400
HeadInvest LLC
Maine
$2.4M -$93K -607 -4%
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