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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Aevitas Wealth Management
Massachusetts
$737K – – –
BMO
552
Beck Mack & Oliver
New York
$734K – – –
WAM
553
Wolverine Asset Management
Illinois
$718K -$454K -5,833 -38%
PC
554
Port Capital
Illinois
$718K – – –
MSFP
555
Mark Sheptoff Financial Planning
Connecticut
$714K – – –
JMH
556
J.M. Hartwell
New York
$708K -$43.4K -558 -6%
VWM
557
Venturi Wealth Management
Texas
$706K +$724K +9,301 New
RC
558
Roundview Capital
New Jersey
$698K +$114K +1,467 +19%
MCM
559
Murphy Capital Management
New Jersey
$693K -$114K -1,460 -14%
STMM
560
South Texas Money Management
Texas
$693K -$9.34K -120 -1%
V
561
Veritable
Delaware
$692K -$14K -180 -2%
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$686K +$695K +8,928 New
MA
563
Montag & Associates
Georgia
$679K +$96.6K +1,241 +16%
MSAM
564
Moloney Securities Asset Management
Missouri
$678K +$30.6K +393 +5%
LSAG
565
Lake Street Advisors Group
New Hampshire
$672K +$44.1K +567 +7%
WC
566
Woodstock Corp
Massachusetts
$670K -$23.9K -307 -3%
WT
567
Washington Trust
Rhode Island
$668K +$5.76K +74 +0.9%
GC
568
Garde Capital
Washington
$661K -$856 -11 -0.1%
WA
569
Wambolt & Associates
Colorado
$656K +$664K +8,534 New
BP
570
Ballentine Partners
Massachusetts
$655K +$59.2K +760 +10%
SS
571
Sunbelt Securities
Texas
$654K +$44K +565 +7%
TW
572
TrinityPoint Wealth
Connecticut
$649K +$657K +8,439 New
VCM
573
Violich Capital Management
California
$638K +$21.7K +279 +3%
MAFM
574
Mid Atlantic Financial Management
Pennsylvania
$637K +$645K +8,289 New
BFM
575
Boston Financial Management
Massachusetts
$635K -$61.3K -788 -9%
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