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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
526
Apex Capital Management
Ohio
$765K +$273K +4,017 +52%
SCM
527
Shelton Capital Management
Colorado
$758K -$39.5K -580 -5%
TC
528
Telemus Capital
Michigan
$754K +$790K +11,609 New
FIM
529
Freedom Investment Management
Connecticut
$752K -$160K -2,352 -17%
RDM
530
Retirement Design & Management
Connecticut
$746K -$17.9K -263 -2%
IB
531
Intrust Bank
Kansas
$744K +$148K +2,176 +23%
AI
532
Atria Investments
North Carolina
$740K -$28.6K -421 -4%
RWA
533
Ropes Wealth Advisors
Massachusetts
$724K +$68.3K +1,004 +10%
P
534
Pitcairn
Pennsylvania
$722K -$114K -1,677 -13%
NRS
535
Neville Rodie & Shaw
New York
$719K – – –
NAM
536
Nichols Asset Management
Massachusetts
$715K – – –
COI
537
Connable Office Inc
Michigan
$714K – – –
ITIM
538
Indiana Trust & Investment Management
Indiana
$713K +$747K +10,981 New
CFA
539
CT Financial Advisors
Pennsylvania
$711K -$50.1K -736 -6%
SFSG
540
Stearns Financial Services Group
North Carolina
$710K +$24.3K +357 +3%
WB
541
Webster Bank
Connecticut
$697K -$246K -3,615 -25%
RFA
542
Reilly Financial Advisors
California
$696K +$73.7K +1,083 +11%
AAM
543
Aberdeen Asset Management
United Kingdom
$695K +$53.2K +782 +8%
LH
544
Lebenthal Holdings
New York
$695K +$728K +10,704 New
LCM
545
Logan Capital Management
Pennsylvania
$691K -$18.8K -277 -3%
BAM
546
Bruderman Asset Management
New York
$683K +$688K +10,117 +2,504%
BFEC
547
Benjamin F. Edwards & Company
Missouri
$681K +$29.9K +439 +4%
EIM
548
Essex Investment Management
Massachusetts
$680K – – –
PAMG
549
Patton Albertson Miller Group
Tennessee
$676K -$39.1K -575 -5%
ACM
550
Argyle Capital Management
Pennsylvania
$672K – – –
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