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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
526
Boston Financial Management
Massachusetts
$820K +$458K +4,578 +129%
SWA
527
Stratos Wealth Advisors
Ohio
$818K +$25K +250 +3%
MIC
528
Means Investment Company
Maine
$816K +$2.3K +23 +0.3%
CTC
529
Central Trust Company
Missouri
$816K +$35.5K +355 +5%
MWM
530
Mission Wealth Management
California
$810K +$600 +6 +0.1%
LDB
531
Lee, Danner & Bass
Tennessee
$805K -$3.3K -33 -0.4%
CP
532
Covenant Partners
Tennessee
$805K +$12.6K +126 +2%
EIP
533
Epoch Investment Partners
New York
$800K -$85.5K -855 -10%
BSB
534
Bangor Savings Bank
Maine
$800K +$47.5K +475 +6%
AIM
535
Anchor Investment Management
South Carolina
$796K – – –
EWA
536
EP Wealth Advisors
California
$795K +$899K +8,988 +47%
LFA
537
Legacy Financial Advisors
Kentucky
$790K +$225K +2,246 +40%
JWBC
538
J.W. Burns & Co
New York
$789K – – –
DTC
539
Davidson Trust Company
Washington
$786K +$174K +1,735 +29%
MAM
540
Marotta Asset Management
Virginia
$781K +$774K +7,741 New
RBC
541
Romano Brothers & Co
Illinois
$770K +$100 +1 +0%
AIA
542
Armor Investment Advisors
North Carolina
$769K -$66.8K -668 -8%
TWC
543
TD Waterhouse Canada
Ontario, Canada
$764K +$8.6K +86 +1%
CG
544
Colony Group
Massachusetts
$756K -$8.5K -85 -1%
IWA
545
Intercontinental Wealth Advisors
Texas
$753K +$11.8K +118 +2%
MWM
546
Modera Wealth Management
New Jersey
$753K +$320K +3,200 +75%
LF
547
Lantz Financial
Illinois
$749K -$38.4K -384 -5%
TIM
548
Thornburg Investment Management
New Mexico
$748K – – –
RA
549
Ruggaard & Associates
Ohio
$748K +$9K +90 +1%
VA
550
Valmark Advisers
Ohio
$747K -$20.2K -202 -3%
20 21
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