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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
501
Associated Banc-Corp
Wisconsin
$792K -$37.8K -431 -4%
KIA
502
KCM Investment Advisors
California
$791K -$15.4K -176 -2%
AWC
503
Abundance Wealth Counselors
Pennsylvania
$791K +$87.4K +996 +12%
PWPS
504
Pinnacle Wealth Planning Services
Ohio
$788K -$49.3K -562 -6%
WFI
505
West Family Investments
California
$788K +$818K +9,325 New
SW
506
SteelPeak Wealth
California
$784K +$813K +9,271 New
MM
507
MQS Management
New York
$783K +$287K +3,275 +55%
KFC
508
Klingenstein Fields & Co
New York
$781K +$86.4K +985 +12%
EIP
509
Epoch Investment Partners
New York
$775K +$66.2K +754 +9%
JWBC
510
J.W. Burns & Co
New York
$773K -$64K -730 -7%
FWM
511
Foresight Wealth Management
Utah
$770K +$55.4K +632 +7%
CGL
512
Clarius Group LLC
Washington
$770K +$299K +3,404 +60%
CA
513
Cetera Advisors
Colorado
$767K +$148K +1,692 +23%
SFA
514
Semmax Financial Advisors
North Carolina
$763K -$56.7K -646 -7%
FF
515
FourThought Financial
Florida
$760K -$476K -5,430 -38%
OFG
516
OmniStar Financial Group
North Carolina
$760K +$14.3K +163 +2%
QCG
517
Quadrant Capital Group
Ohio
$759K -$102K -1,168 -12%
DWT
518
Dorsey & Whitney Trust
South Dakota
$758K -$17K -194 -2%
SI
519
Stephens Inc
Arkansas
$754K -$54.8K -625 -7%
TF
520
TIAA FSB
Florida
$750K -$143K -1,633 -16%
LF
521
Lantz Financial
Illinois
$748K -$12.2K -139 -2%
MG
522
Mather Group
Illinois
$743K +$11.1K +127 +1%
RC
523
Roundview Capital
New Jersey
$741K – – –
AIA
524
Armor Investment Advisors
North Carolina
$733K -$24.7K -281 -3%
SF
525
Summit Financial
New Jersey
$728K -$127K -1,449 -14%
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