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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
STMM
626
South Texas Money Management
Texas
$595K +$63.2K +712 +12%
CK
627
Cohen Klingenstein
New York
$592K – – –
SFSIG
628
San Francisco Sentry Investment Group
California
$592K – – –
SWM
629
Strategic Wealth Management
Washington
$585K +$588K +6,626 New
MCA
630
Mercer Capital Advisers
New Jersey
$581K -$9.93K -112 -2%
ACM
631
Apex Capital Management
Ohio
$579K +$34K +383 +6%
FAT
632
First American Trust
California
$576K – – –
DC
633
Davenport & Co
Virginia
$574K -$144K -1,622 -20%
BC
634
Banced Corp
Illinois
$572K -$89.9K -1,014 -14%
BRWA
635
B. Riley Wealth Advisors
Florida
$571K -$245K -2,762 -30%
ID
636
Integral Derivatives
New York
$570K +$573K +6,456 New
CA
637
Cambridge Advisors
Nebraska
$568K -$738K -8,318 -36%
HCM
638
Hutchinson Capital Management
California
$568K – – –
LBC
639
Lawrence B. Cohen
$566K -$13.8K -156 -2%
IAS
640
IMA Advisory Services
Colorado
$566K -$3.02K -34 -0.5%
CBU
641
CIBC Bank USA
Illinois
$561K -$292K -3,290 -34%
TCB
642
Texas Capital Bancshares
Texas
$558K -$76.1K -858 -12%
FFBTD
643
First Financial Bank - Trust Division
Ohio
$553K -$12.9K -146 -2%
WRM
644
Westport Resources Management
Connecticut
$552K -$15.6K -176 -3%
CIP
645
Convergence Investment Partners
Florida
$550K -$75.1K -847 -12%
BT
646
Beacon Trust
New Jersey
$540K -$14.9K -168 -3%
ASN
647
Advisory Services Network
Georgia
$535K +$4.26K +48 +0.8%
CBN
648
Cadence Bank NA
Texas
$533K +$127K +1,430 +31%
ST
649
Semper Trust
Pennsylvania
$528K – – –
BFC
650
Blue Fin Capital
Rhode Island
$526K +$6.92K +78 +1%
24 25
26
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