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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
651
HBK Sorce Advisory
Pennsylvania
$515K -$52.3K -598 -10%
SFA
652
Sequoia Financial Advisors
Ohio
$514K +$19.1K +219 +4%
AIA
653
Armor Investment Advisors
North Carolina
$512K +$128K +1,469 +37%
RWA
654
Ropes Wealth Advisors
Massachusetts
$511K -$46K -527 -9%
EIM
655
Essex Investment Management
Massachusetts
$503K -$6.55K -75 -1%
GW
656
GW & Wade
Massachusetts
$501K +$464K +5,308 New
IFWM
657
Institute for Wealth Management
Colorado
$500K +$4.63K +53 +1%
FFM
658
Fullerton Fund Management
Singapore
$500K +$283K +3,243 +158%
DAS
659
Dynamic Advisor Solutions
Arizona
$493K +$195K +2,229 +75%
WANY
660
Wealthspire Advisors (New York)
New York
$492K +$213K +2,435 +88%
BS
661
Boenning & Scattergood
Pennsylvania
$491K +$3.5K +40 +0.8%
JWS
662
Juncture Wealth Strategies
Arizona
$491K +$87.4K +1,000 +24%
BB
663
Busey Bank
Illinois
$490K -$203K -2,320 -31%
ECM
664
Evergreen Capital Management
Washington
$490K +$63.8K +730 +16%
BOPW
665
Brandywine Oak Private Wealth
Pennsylvania
$489K -$6.47K -74 -1%
SRC
666
Shufro Rose & Co
New York
$488K +$1.14K +13 +0.3%
MBT
667
Montecito Bank & Trust
California
$487K
FPS
668
Fieldpoint Private Securities
Connecticut
$486K -$330K -3,777 -42%
NCM
669
Northwest Capital Management
Oregon
$486K -$2.62K -30 -0.6%
MMPW
670
Mitchell McLeod Pugh & Williams
Alabama
$486K
VBCG
671
Valley Brook Capital Group
Pennsylvania
$486K +$450K +5,151 New
BFC
672
Blue Fin Capital
Rhode Island
$485K +$127K +1,449 +39%
H
673
HoyleCohen
California
$484K -$13.1K -150 -3%
Lido Advisors
674
Lido Advisors
California
$478K -$17.8K -204 -4%
SRC
675
Sage Rhino Capital
California
$478K +$350 +4 +0.1%