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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$712K -$53K -595 -7%
CCFCSB
552
Cape Cod Five Cents Savings Bank
Massachusetts
$711K -$32.5K -365 -4%
KWM
553
Kingsview Wealth Management
Oregon
$711K +$74.8K +840 +12%
MIC
554
Means Investment Company
Maine
$705K – – –
LNC
555
Lincoln National Corp
Pennsylvania
$699K +$64.6K +725 +10%
WC
556
Woodstock Corp
Massachusetts
$686K -$2.23K -25 -0.3%
AC
557
Alexandria Capital
Virginia
$685K -$65.4K -734 -9%
WKWM
558
Walter & Keenan Wealth Management
Indiana
$682K – – –
CBTWT
559
Community Bank & Trust (Waco, Texas)
Texas
$682K +$133K +1,490 +25%
KIA
560
KCM Investment Advisors
California
$672K -$535K -6,010 -45%
ACS
561
Archford Capital Strategies
Illinois
$668K +$36.7K +412 +6%
EWA
562
EP Wealth Advisors
California
$665K +$73.6K +826 +13%
BWA
563
BDO Wealth Advisors
Florida
$659K +$273K +3,061 +74%
FHA
564
First Horizon Advisors
Tennessee
$655K -$616K -6,923 -49%
MSAM
565
Moloney Securities Asset Management
Missouri
$649K -$65K -730 -9%
RIM
566
Redwood Investment Management
Arizona
$649K – – –
VFA
567
Valeo Financial Advisors
Indiana
$648K -$38.6K -434 -6%
NAM
568
NTV Asset Management
West Virginia
$646K – – –
GI
569
Gradient Investments
Minnesota
$633K +$7.48K +84 +1%
FCCM
570
First City Capital Management
Georgia
$633K +$62.8K +705 +12%
CCM
571
Chilton Capital Management
Texas
$632K -$12.1M -135,564 -95%
WA
572
Wealth Alliance
New York
$632K +$59.7K +670 +11%
GCM
573
Gibraltar Capital Management
Oklahoma
$629K +$5.08K +57 +0.8%
TW
574
TrinityPoint Wealth
Connecticut
$628K -$15.9K -179 -3%
PWP
575
Principle Wealth Partners
Connecticut
$621K -$107K -1,200 -15%
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