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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
626
Penbrook Management
New York
$551K – – –
FFP
627
FourThought Financial Partners
Florida
$549K -$95.5K -955 -15%
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$548K -$162K -1,620 -23%
SIC
629
Salem Investment Counselors
North Carolina
$547K +$4.9K +49 +0.9%
MLA
630
MB, Levis & Associates
Pennsylvania
$546K – – –
CIA
631
Cohen Investment Advisors
New Hampshire
$546K +$1.6K +16 +0.3%
MIA
632
MMBG Investment Advisors
Florida
$541K – – –
FAFN
633
First Affirmative Financial Network
Colorado
$531K -$23K -230 -4%
CFG
634
Carr Financial Group
Massachusetts
$530K – – –
ATIA
635
American Trust Investment Advisors
New Hampshire
$521K -$19.5K -195 -4%
NCM
636
Northwest Capital Management
Oregon
$520K – – –
PWMAG
637
Pinnacle Wealth Management Advisory Group
New Jersey
$519K -$6.8K -68 -1%
FWM
638
Forza Wealth Management
Florida
$517K -$20K -200 -4%
BB
639
Berkshire Bank
Massachusetts
$512K +$8.8K +88 +2%
AIM
640
Alhambra Investment Management
Florida
$508K – – –
NSAM
641
North Star Asset Management
Wisconsin
$507K – – –
MSFP
642
Mark Sheptoff Financial Planning
Connecticut
$506K – – –
AIM
643
Allen Investment Management
New York
$505K – – –
HCM
644
Hall Capital Management
Rhode Island
$504K -$900 -9 -0.2%
SFO
645
Stokes Family Office
Louisiana
$503K +$107K +1,072 +27%
FAT
646
First American Trust
California
$503K +$10.6K +106 +2%
VBCG
647
Valley Brook Capital Group
Pennsylvania
$503K – – –
V
648
Veritable
Delaware
$498K +$57.6K +576 +13%
SMG
649
Smart Money Group
Texas
$498K +$59.6K +596 +14%
CCM
650
Canal Capital Management
Virginia
$495K – – –
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