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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
626
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$791K +$752K +6,166 New
CSP
627
Cary Street Partners
Virginia
$790K -$51.4K -421 -6%
PWG
628
Portside Wealth Group
Utah
$786K +$115K +945 +18%
FDCDDQ
629
Federation des caisses Desjardins du Quebec
Quebec, Canada
$783K -$16K -131 -2%
PTC
630
Private Trust Company
Ohio
$780K +$23.1K +189 +3%
SI
631
Stephens Inc
Arkansas
$777K -$31.7K -260 -4%
SC
632
Schulhoff & Co
Ohio
$777K -$122 -1 -0%
NSAM
633
North Star Asset Management
Wisconsin
$776K – – –
HWMO
634
Heritage Wealth Management (Ohio)
Ohio
$775K -$12.2K -100 -2%
JWM
635
Jeppson Wealth Management
California
$774K -$1.22K -10 -0.2%
MA
636
Mezzasalma Advisors
New Jersey
$774K +$5.37K +44 +0.7%
KIG
637
Kennedy Investment Group
New Jersey
$767K -$101K -825 -12%
ABTD
638
Arvest Bank Trust Division
Oklahoma
$764K -$31.7K -260 -4%
SW
639
StrongBox Wealth
Missouri
$762K +$24.4K +200 +3%
HI
640
Harbour Investments
Wisconsin
$759K +$4.03K +33 +0.6%
1WM
641
1900 Wealth Management
Texas
$756K +$1.83K +15 +0.3%
AWM
642
Ariadne Wealth Management
California
$751K +$34.4K +282 +5%
BI
643
Bradyco Inc
Massachusetts
$749K -$104K -850 -13%
IRP
644
Investment Research Partners
Pennsylvania
$745K +$747K +6,119 New
NAM
645
NTV Asset Management
West Virginia
$742K -$35K -287 -5%
HFO
646
Heritage Family Offices
Arizona
$740K -$12.3K -101 -2%
GIA
647
Gateway Investment Advisers
Ohio
$740K +$362K +2,967 +106%
IP
648
Ignite Planners
California
$739K -$25.4K -208 -3%
CCG
649
Cypress Capital Group
Florida
$738K -$2.44K -20 -0.3%
S
650
Steadtrust
Texas
$736K +$16K +131 +2%
24 25
26
27 28