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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Aevitas Wealth Management
Massachusetts
$728K – – –
BCM
552
Brooktree Capital Management
Michigan
$720K -$4.33K -50 -0.6%
BHC
553
Bowen Hanes & Co
Florida
$711K -$97.5K -1,125 -12%
BCM
554
Brookstone Capital Management
Illinois
$700K -$39.8K -459 -5%
AAM
555
AR Asset Management
California
$700K -$8.66K -100 -1%
MIC
556
Means Investment Company
Maine
$693K – – –
PVWM
557
Point View Wealth Management
New Jersey
$691K -$12.2K -141 -2%
LF
558
Lantz Financial
Illinois
$683K +$6.24K +72 +0.9%
GI
559
Gradient Investments
Minnesota
$682K -$12K -138 -2%
ACM
560
Argyle Capital Management
Pennsylvania
$680K -$69.3K -800 -9%
MA
561
Montag & Associates
Georgia
$680K +$33.4K +385 +5%
BL
562
BFSG LLC
California
$678K +$71K +820 +12%
FIM
563
Freedom Investment Management
Connecticut
$665K -$74.8K -863 -10%
PA
564
Parallel Advisors
California
$665K +$72.3K +834 +12%
KWMG
565
King Wealth Management Group
Florida
$657K -$554K -6,400 -46%
KF
566
Krilogy Financial
Missouri
$657K -$127K -1,461 -16%
WC
567
Woodstock Corp
Massachusetts
$656K -$6.06K -70 -0.9%
RWM
568
Ritholtz Wealth Management
New York
$654K -$375K -4,325 -37%
BB
569
Busey Bank
Illinois
$653K -$6.15K -71 -0.9%
WKWM
570
Walter & Keenan Wealth Management
Indiana
$650K – – –
EWA
571
EP Wealth Advisors
California
$650K +$79.8K +921 +14%
NWP
572
Northstar Wealth Partners
Connecticut
$642K – – –
AWM
573
Avior Wealth Management
Nebraska
$632K -$25.3K -292 -4%
JWCA
574
J.W. Cole Advisors
Florida
$630K +$627K +7,242 New
BCM
575
Bayesian Capital Management
New York
$627K +$625K +7,213 New
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