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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
H
651
HoyleCohen
California
$392K -$8.21K -99 -2%
ATIA
652
American Trust Investment Advisors
New Hampshire
$392K -$414 -5 -0.1%
PWMAG
653
Pinnacle Wealth Management Advisory Group
New Jersey
$392K +$17.4K +210 +4%
NCM
654
Northwest Capital Management
Oregon
$391K – – –
ST
655
Smithfield Trust
Pennsylvania
$386K -$84.2K -1,016 -17%
AIM
656
Alhambra Investment Management
Florida
$383K – – –
NSAM
657
North Star Asset Management
Wisconsin
$382K – – –
MSFP
658
Mark Sheptoff Financial Planning
Connecticut
$381K – – –
BJL
659
Brighton Jones LLC
Washington
$381K +$32.7K +394 +9%
AIM
660
Allen Investment Management
New York
$380K – – –
HSG
661
Helen Stephens Group
Texas
$379K +$60.8K +734 +17%
VBCG
662
Valley Brook Capital Group
Pennsylvania
$378K – – –
IFWM
663
Institute for Wealth Management
Colorado
$376K +$5.97K +72 +1%
CIA
664
Cohen Investment Advisors
New Hampshire
$375K +$6.71K +81 +2%
CCM
665
Canal Capital Management
Virginia
$373K +$5.39K +65 +1%
IAA
666
Independent Advisor Alliance
North Carolina
$370K +$23.1K +279 +6%
PL
667
Plancorp LLC
Missouri
$367K -$6.47K -78 -2%
BOPW
668
Brandywine Oak Private Wealth
Pennsylvania
$365K -$38K -458 -9%
FAT
669
First American Trust
California
$364K – – –
ACP
670
Ashfield Capital Partners
California
$359K – – –
ST
671
Spinnaker Trust
Maine
$359K – – –
CC
672
Cannell & Co
New York
$358K -$32.3K -390 -8%
RCG
673
Regatta Capital Group
California
$358K +$44.2K +533 +14%
CA
674
Cullinan Associates
Kentucky
$357K +$16.6K +200 +4%
DAS
675
Dynamic Advisor Solutions
Arizona
$356K -$16.2K -196 -4%
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