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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
501
Proficio Capital Partners
Massachusetts
$770K -$528K -8,138 -41%
VIA
502
Vident Investment Advisory
Georgia
$762K +$120K +1,848 +19%
DAC
503
Dividend Assets Capital
South Carolina
$759K +$179K +2,756 +31%
NFG
504
Next Financial Group
Texas
$756K +$24.5K +377 +3%
CTI
505
Community Trust & Investment
Kentucky
$752K – – –
AAM
506
Azzad Asset Management
Virginia
$751K -$40.7K -627 -5%
NAM
507
Nichols Asset Management
Massachusetts
$750K – – –
NERM
508
New England Research & Management
Illinois
$749K +$41.6K +642 +6%
HPC
509
HM Payson & Co
Maine
$746K – – –
BFM
510
Boston Financial Management
Massachusetts
$746K +$107K +1,642 +17%
YIA
511
YHB Investment Advisors
Connecticut
$745K -$73.4K -1,131 -9%
FIM
512
Freedom Investment Management
Connecticut
$742K -$79.9K -1,231 -10%
LFAS
513
Level Four Advisory Services
Texas
$742K +$737K +11,366 New
FCH
514
Freestone Capital Holdings
Washington
$741K -$445K -6,854 -38%
LPC
515
Loeb Partners Corp
New York
$739K +$735K +11,327 New
EFS
516
Essex Financial Services
Connecticut
$734K +$3.63K +56 +0.5%
NRS
517
Neville Rodie & Shaw
New York
$723K – – –
LDB
518
Lee, Danner & Bass
Tennessee
$716K +$12.7K +196 +2%
WC
519
Woodstock Corp
Massachusetts
$711K -$18.5K -285 -3%
PWP
520
Private Wealth Partners
California
$710K -$2.35M -36,186 -77%
ITIM
521
Indiana Trust & Investment Management
Indiana
$692K -$21K -324 -3%
CAN
522
Cetera Advisor Networks
California
$691K -$364K -5,608 -35%
CCP
523
Corient Capital Partners
California
$691K -$96.8K -1,493 -12%
CWA
524
Cypress Wealth Advisors
California
$691K -$1.82K -28 -0.3%
RCM
525
Riverhead Capital Management
Delaware
$685K – – –
19 20
21
22 23