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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$608K +$7.1K +71 +1%
CK
602
Cohen Klingenstein
New York
$605K – – –
BMSSC
603
B. Metzler seel. Sohn & Co
Germany
$599K +$73.6K +736 +14%
FRM
604
Fox Run Management
Connecticut
$597K +$592K +5,915 New
PAMG
605
Patton Albertson Miller Group
Tennessee
$597K -$48K -480 -8%
CFO
606
CVA Family Office
Colorado
$594K – – –
HJIM
607
Henry James International Management
New York
$583K – – –
MGIA
608
Moneta Group Investment Advisors
Missouri
$579K -$600K -5,995 -95%
CSPAM
609
Cary Street Partners Asset Management
Virginia
$578K -$72.5K -725 -11%
HIMCH
610
Hartford Investment Management Co (HIMCO)
Connecticut
$574K +$38.8K +388 +7%
RFC
611
Regions Financial Corp
Alabama
$572K -$69.1K -691 -11%
MMPW
612
Mitchell McLeod Pugh & Williams
Alabama
$571K – – –
WP
613
WealthSource Partners
California
$567K -$373K -3,731 -40%
CWM
614
Cordatus Wealth Management
Pennsylvania
$566K +$561K +5,605 New
CAL
615
Capital Analysts LLC
Pennsylvania
$564K +$129K +1,286 +30%
OBGC
616
O'Brien Greene & Co
Pennsylvania
$563K – – –
FCCM
617
First City Capital Management
Georgia
$561K -$20K -200 -3%
FOA
618
Five Oceans Advisors
California
$560K – – –
PF
619
Phoenix Financial
Israel
$559K +$564K +5,638 New
DJSG
620
D.J. St. Germain
Massachusetts
$558K +$553K +5,530 New
CNBT
621
Canandaigua National Bank & Trust
New York
$557K -$6K -60 -1%
CHAM
622
Clear Harbor Asset Management
Connecticut
$556K – – –
GG
623
Greenwood Gearhart
Arkansas
$555K -$5.53M -55,261 -91%
CWP
624
Capital Wealth Planning
Florida
$554K +$190K +1,896 +53%
PCM
625
Penserra Capital Management
California
$554K +$190K +1,896 +53%
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