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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WGA
601
Weather Gauge Advisory
Virginia
$608K -$175K -2,000 -24%
EWA
602
EP Wealth Advisors
California
$607K -$91.1K -1,043 -14%
CIA
603
Capital Investment Advisors
Georgia
$605K +$1.14K +13 +0.2%
MSFP
604
Mark Sheptoff Financial Planning
Connecticut
$604K -$17.5K -200 -3%
JF
605
Jump Financial
Illinois
$601K -$27.4K -313 -5%
ACA
606
Atlas Capital Advisors
Wyoming
$601K – – –
HH
607
Hilltop Holdings
Texas
$600K +$151K +1,727 +37%
APA
608
American Portfolios Advisors
New York
$599K -$36.6K -419 -6%
PL
609
Plancorp LLC
Missouri
$596K – – –
TAM
610
Taurus Asset Management
New York
$595K -$223K -2,550 -29%
EGA
611
E&G Advisors
Texas
$595K – – –
MAA
612
Mraz Amerine & Associates
California
$590K – – –
DTC
613
Davidson Trust Company
Washington
$585K -$17.7K -202 -3%
TYCC
614
Texas Yale Capital Corp
Florida
$585K – – –
KWM
615
Kingsview Wealth Management
Oregon
$581K -$18.5K -212 -3%
PP
616
Paloma Partners
Connecticut
$580K +$537K +6,143 New
IP
617
Intellectus Partners
California
$579K -$9.79K -112 -2%
BDS
618
Banco de Sabadell
Florida
$574K +$33.9K +388 +7%
ACM
619
Argyle Capital Management
Pennsylvania
$571K -$155K -1,775 -23%
SC
620
Schulhoff & Co
Ohio
$570K – – –
CK
621
Cohen Klingenstein
New York
$567K – – –
HBWM
622
Hollow Brook Wealth Management
New York
$567K +$524K +6,000 New
V
623
Veritable
Delaware
$565K -$55.8K -638 -10%
FCCM
624
First City Capital Management
Georgia
$564K -$354K -4,046 -40%
LPIC
625
LeJeune Puetz Investment Counsel
Michigan
$563K – – –
23 24
25
26 27