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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
626
Venturi Wealth Management
Texas
$573K +$349K +3,439 +158%
CAL
627
Capital Analysts LLC
Pennsylvania
$570K +$914 +9 +0.2%
CSPAM
628
Cary Street Partners Asset Management
Virginia
$570K -$13.9K -137 -2%
OBGC
629
O'Brien Greene & Co
Pennsylvania
$568K – – –
SMG
630
Smart Money Group
Texas
$567K +$63.9K +630 +13%
WP
631
WealthSource Partners
California
$566K -$6.19K -61 -1%
FCCM
632
First City Capital Management
Georgia
$566K – – –
FOA
633
Five Oceans Advisors
California
$565K – – –
DJSG
634
D.J. St. Germain
Massachusetts
$563K – – –
CCM
635
Coldstream Capital Management
Washington
$561K -$52.5K -517 -9%
MIA
636
MMBG Investment Advisors
Florida
$559K – – –
IC
637
IEQ Capital
California
$556K +$87.7K +864 +19%
PM
638
Penbrook Management
New York
$556K – – –
SIC
639
Salem Investment Counselors
North Carolina
$555K +$2.84K +28 +0.5%
MLA
640
MB, Levis & Associates
Pennsylvania
$551K – – –
TNA
641
True North Advisors
Texas
$547K -$551K -5,431 -50%
FWM
642
Forza Wealth Management
Florida
$542K +$20.3K +200 +4%
CNBT
643
Canandaigua National Bank & Trust
New York
$536K -$25.6K -252 -5%
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$131K +1,291 +33%
CHAM
645
Clear Harbor Asset Management
Connecticut
$532K -$29.3K -289 -5%
GG
646
Greenwood Gearhart
Arkansas
$529K -$31.5K -310 -6%
NCM
647
Northwest Capital Management
Oregon
$525K – – –
CWM
648
Cordatus Wealth Management
Pennsylvania
$523K -$48K -473 -8%
ATIA
649
American Trust Investment Advisors
New Hampshire
$522K -$4.57K -45 -0.9%
DT
650
Diversified Trust
Tennessee
$522K +$52.5K +517 +11%
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