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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
651
Beck Mack & Oliver
New York
$456K – – –
RWA
652
Ropes Wealth Advisors
Massachusetts
$453K -$21.3K -246 -5%
NCM
653
Northwest Capital Management
Oregon
$452K – – –
SAM
654
Security Asset Management
New York
$450K -$40.2K -464 -8%
ST
655
Smithfield Trust
Pennsylvania
$449K -$34.6K -400 -7%
FAT
656
First American Trust
California
$449K +$63.8K +737 +17%
YIH
657
Y-Intercept (HK)
Hong Kong
$447K -$189K -2,183 -30%
BJL
658
Brighton Jones LLC
Washington
$447K +$5.28K +61 +1%
ATIA
659
American Trust Investment Advisors
New Hampshire
$447K +$20.3K +235 +5%
IAA
660
Independent Advisor Alliance
North Carolina
$446K -$9.61K -111 -2%
AIM
661
Alhambra Investment Management
Florida
$442K – – –
NSAM
662
North Star Asset Management
Wisconsin
$441K +$2.17K +25 +0.5%
MSFP
663
Mark Sheptoff Financial Planning
Connecticut
$440K -$34.6K -400 -7%
AIM
664
Allen Investment Management
New York
$439K – – –
VBCG
665
Valley Brook Capital Group
Pennsylvania
$437K -$14.5K -167 -3%
PWMAG
666
Pinnacle Wealth Management Advisory Group
New Jersey
$434K – – –
PIMG
667
Patriot Investment Management Group
Tennessee
$431K -$21K -242 -5%
NP
668
NorthRock Partners
Minnesota
$430K -$15.8K -183 -4%
IFWM
669
Institute for Wealth Management
Colorado
$429K +$87 +1 +0%
CIA
670
Cohen Investment Advisors
New Hampshire
$429K +$5.71K +66 +1%
FWM
671
Fairhaven Wealth Management
Illinois
$428K -$1.33M -15,414 -76%
ACP
672
Ashfield Capital Partners
California
$428K – – –
RFO
673
RiverGlades Family Offices
Florida
$428K – – –
VWM
674
Venturi Wealth Management
Texas
$428K +$23.6K +273 +6%
BIA
675
Benchmark Investment Advisors
Illinois
$427K -$49.1K -567 -10%
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