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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
576
Gradient Investments
Minnesota
$586K -$31K -346 -5%
GCM
577
Gibraltar Capital Management
Oklahoma
$581K +$606K +6,753 New
AAS
578
Avantax Advisory Services
Texas
$580K +$110K +1,227 +22%
EFS
579
Essex Financial Services
Connecticut
$576K -$76.6K -854 -11%
ACP
580
Ashfield Capital Partners
California
$573K – – –
MAM
581
Marotta Asset Management
Virginia
$571K +$596K +6,638 New
WGA
582
Weather Gauge Advisory
Virginia
$566K +$16.2K +180 +3%
BPA
583
Beacon Pointe Advisors
California
$563K -$580K -6,462 -50%
BFS
584
Bard Financial Services
Connecticut
$556K -$16.2K -180 -3%
MWM
585
Minot Wealth Management
Massachusetts
$553K -$140K -1,565 -19%
AIIMS
586
Analyst IMS Investment Management Services
Israel
$553K -$58.3K -650 -9%
PM
587
Penbrook Management
New York
$552K -$26.9K -300 -4%
EWA
588
EP Wealth Advisors
California
$552K +$3.05K +34 +0.5%
CT
589
Caldwell Trust
Florida
$549K -$53.7K -598 -9%
MA
590
Montag & Associates
Georgia
$544K -$17.9K -200 -3%
FM
591
Foster & Motley
Ohio
$544K +$571K +6,359 New
HH
592
Hilltop Holdings
Texas
$542K -$628 -7 -0.1%
CPA
593
Clear Perspective Advisors
Illinois
$541K -$43.7K -487 -7%
WJWM
594
Williams Jones Wealth Management
New York
$540K -$44.9K -500 -7%
GDP
595
Great Diamond Partners
Maine
$539K -$28.1K -313 -5%
EGA
596
E&G Advisors
Texas
$538K – – –
IWM
597
IHT Wealth Management
Illinois
$538K +$72.2K +805 +15%
FCCM
598
First City Capital Management
Georgia
$535K -$897 -10 -0.2%
LNB
599
Ledyard National Bank
$534K -$4.05M -45,177 -88%
WA
600
Wealth Alliance
New York
$534K -$403K -4,489 -42%
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