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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
UB
451
UMB Bank
Missouri
$1.04M -$100K -1,187 -9%
ACM
452
Ativo Capital Management
Illinois
$1.04M -$54.9K -652 -5%
PFM
453
Privium Fund Management
Netherlands
$1.03M
NFG
454
Nations Financial Group
Iowa
$1.02M +$950K +11,283 New
FIA
455
Foundations Investment Advisors
Arizona
$1.01M +$300K +3,567 +47%
BHPW
456
Beverly Hills Private Wealth
California
$1.01M +$941K +11,172 New
QCG
457
Quadrant Capital Group
Ohio
$1.01M +$53.6K +636 +6%
FAIM
458
Financial Advocates Investment Management
Washington
$1M -$5.58M -66,256 -86%
SAM
459
Silvercrest Asset Management
New York
$1,000K -$14.1K -167 -1%
DWT
460
Dorsey & Whitney Trust
South Dakota
$998K +$199K +2,368 +27%
KIA
461
KCM Investment Advisors
California
$997K +$17.8K +211 +2%
SWS
462
SYSTM Wealth Solutions
Illinois
$994K +$923K +10,957 New
AWC
463
Abundance Wealth Counselors
Pennsylvania
$982K +$65.5K +778 +8%
CHP
464
Cable Hill Partners
Oregon
$981K +$236K +2,805 +35%
SIA
465
Sit Investment Associates
Minnesota
$980K
AAM
466
AR Asset Management
California
$975K
1832 Asset Management
467
1832 Asset Management
Ontario, Canada
$974K -$97.8K -1,161 -10%
CGL
468
Clarius Group LLC
Washington
$964K +$172K +2,039 +24%
SSI
469
Scott & Selber Inc
Texas
$957K -$2.19K -26 -0.2%
LOIM
470
Liberty One Investment Management
Illinois
$955K -$57.1K -678 -6%
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$949K -$10.9K -130 -1%
MFA
472
Mayflower Financial Advisors
Massachusetts
$941K +$3.12K +37 +0.4%
SB
473
Simmons Bank
Arkansas
$938K -$842 -10 -0.1%
EI
474
Ellevest Inc
New York
$937K +$368K +4,367 +73%
AAS
475
Ameritas Advisory Services
Nebraska
$934K +$503K +5,968 +138%