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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
576
Ruggaard & Associates
Ohio
$736K +$9.95K +97 +1%
BWP
577
BSW Wealth Partners
Colorado
$733K -$81.5K -795 -9%
MA
578
Montag & Associates
Georgia
$733K -$40.8K -398 -5%
NWM
579
Northcape Wealth Management
New York
$732K -$173K -1,690 -18%
QIM
580
Quantitative Investment Management
Virginia
$730K -$1.76M -17,147 -69%
CP
581
Covenant Partners
Tennessee
$730K -$31.5K -307 -4%
ABP
582
Arthur B. Page
$726K -$1.01M -9,839 -57%
MAM
583
Marotta Asset Management
Virginia
$725K -$7.28K -71 -0.9%
CL
584
Choreo LLC
Illinois
$724K +$244K +2,378 +47%
LWA
585
Lantern Wealth Advisors
New York
$716K -$10.3K -100 -1%
RBC
586
Romano Brothers & Co
Illinois
$712K – – –
AWE
587
Avidian Wealth Enterprises
Texas
$707K -$70.2K -685 -9%
SMG
588
Smart Money Group
Texas
$706K +$150K +1,459 +25%
CC
589
Callan Capital
California
$699K +$266K +2,598 +56%
HI
590
Harbour Investments
Wisconsin
$699K +$5.23K +51 +0.7%
CPC
591
Cookson Peirce & Co
Pennsylvania
$698K -$4.31K -42 -0.6%
LF
592
Lantz Financial
Illinois
$696K -$27.2K -265 -4%
TCPW
593
Twin City Private Wealth
North Carolina
$695K +$712K +6,943 New
LOIM
594
Liberty One Investment Management
Illinois
$695K -$94K -917 -11%
BP
595
BBR Partners
New York
$692K +$303K +2,959 +70%
DWA
596
Douglass Winthrop Advisors
New York
$691K +$21.5K +210 +3%
VFA
597
Valeo Financial Advisors
Indiana
$691K +$35.9K +350 +5%
SCA
598
St. Clair Advisors
Ohio
$686K – – –
FB
599
Fulton Bank
Pennsylvania
$685K -$130K -1,269 -15%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$681K +$10.6K +103 +1%
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