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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Aevitas Wealth Management
Massachusetts
$714K -$39.7K -522 -5%
PIA
552
Peachtree Investment Advisors
Georgia
$714K +$78.6K +1,032 +12%
TH
553
Timber Hill
Connecticut
$712K +$749K +9,833 New
SC
554
Schulhoff & Co
Ohio
$708K +$305 +4 +0%
LSAG
555
Lake Street Advisors Group
New Hampshire
$704K -$24.3K -319 -3%
BAM
556
Bruderman Asset Management
New York
$698K -$22.9K -301 -3%
BMO
557
Beck Mack & Oliver
New York
$691K
MSFP
558
Mark Sheptoff Financial Planning
Connecticut
$689K -$539K -7,074 -43%
FPFS
559
First Personal Financial Services
North Carolina
$688K -$20.9K -274 -3%
AL
560
Aspiriant LLC
California
$677K +$712K +9,349 New
EMB
561
Elefante Mark B
$676K -$9.36K -123 -1%
ADMI
562
Albert D. Mason Inc
Massachusetts
$663K -$2.97K -39 -0.4%
MA
563
Mutual Advisors
Nebraska
$663K +$66.3K +871 +11%
WC
564
Woodstock Corp
Massachusetts
$662K -$31.4K -413 -4%
ACA
565
Atlas Capital Advisors
Wyoming
$659K +$693K +9,102 New
AAM
566
AR Asset Management
California
$659K
SAM
567
Silvercrest Asset Management
New York
$658K
PHIMC
568
Private Harbour Investment Management & Counsel
Ohio
$653K -$20.4K -268 -3%
ITIM
569
Indiana Trust & Investment Management
Indiana
$648K -$4.72K -62 -0.7%
CCM
570
Chickasaw Capital Management
Tennessee
$647K
WMSA
571
Weiss Multi-Strategy Advisers
New York
$647K +$85K +1,116 +14%
MWM
572
Marietta Wealth Management
Georgia
$640K -$4.72K -62 -0.7%
VCM
573
Violich Capital Management
California
$623K
SG Americas Securities
574
SG Americas Securities
New York
$620K -$3.86M -50,705 -86%
EIP
575
Epoch Investment Partners
New York
$616K -$4.34K -57 -0.7%