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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
551
Veracity Capital
Georgia
$899K +$852K +9,497 New
KIA
552
KCM Investment Advisors
California
$892K +$343K +3,823 +68%
SCM
553
Salem Capital Management
Massachusetts
$885K – – –
AIM
554
Axiom Investment Management
New York
$884K +$64.9K +723 +8%
CRB
555
Chad R. Baker
$882K – – –
WGA
556
Weather Gauge Advisory
Virginia
$881K – – –
SWP
557
Stratos Wealth Partners
Ohio
$879K -$62.8K -700 -7%
TAM
558
Taurus Asset Management
New York
$876K -$22.4K -250 -3%
GIM
559
Goelzer Investment Management
Indiana
$870K -$44.9K -500 -5%
TCWM
560
Total Clarity Wealth Management
Illinois
$868K +$822K +9,163 New
PAS
561
Park Avenue Securities
New York
$867K +$110K +1,223 +15%
MWM
562
Mission Wealth Management
California
$866K +$3.14K +35 +0.4%
LA
563
Lau Associates
Delaware
$866K +$561K +6,251 +189%
CG
564
Colony Group
Massachusetts
$864K -$96.7K -1,078 -11%
SGI
565
Summit Global Investments
Utah
$862K +$116K +1,290 +17%
LOIM
566
Liberty One Investment Management
Illinois
$862K +$816K +9,099 New
BHC
567
Bowen Hanes & Co
Florida
$861K – – –
RC
568
Roundview Capital
New Jersey
$861K +$5.2K +58 +0.6%
CCM
569
Covington Capital Management
California
$852K +$7.36K +82 +0.9%
DA
570
Dillon & Associates
Michigan
$849K +$17K +190 +2%
AC
571
Alexandria Capital
Virginia
$842K -$185K -2,065 -19%
BP
572
Ballentine Partners
Massachusetts
$837K +$40.1K +447 +5%
DT
573
Diversified Trust
Tennessee
$833K -$2.51K -28 -0.3%
LNC
574
Lincoln National Corp
Pennsylvania
$832K +$374K +4,173 +90%
MIC
575
Means Investment Company
Maine
$828K – – –
21 22
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