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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
651
Summit Financial
New Jersey
$468K -$365K -4,334 -46%
NCM
652
Northwest Capital Management
Oregon
$467K – – –
VFA
653
Valeo Financial Advisors
Indiana
$464K +$135K +1,603 +46%
LG
654
Leuthold Group
Minnesota
$463K -$7.33K -87 -2%
EWA
655
EP Wealth Advisors
California
$460K +$427K +5,075 New
AIM
656
Alhambra Investment Management
Florida
$457K – – –
CB
657
Community Bank
New York
$457K -$13.1K -155 -3%
NSAM
658
North Star Asset Management
Wisconsin
$456K – – –
MSFP
659
Mark Sheptoff Financial Planning
Connecticut
$455K – – –
WB
660
WesBanco Bank
West Virginia
$454K +$68K +807 +19%
AIM
661
Allen Investment Management
New York
$454K – – –
VBCG
662
Valley Brook Capital Group
Pennsylvania
$452K – – –
LG
663
LaFleur & Godfrey
Michigan
$451K +$50.5K +599 +14%
FFA
664
First Foundation Advisors
California
$446K -$23.6K -280 -5%
CCM
665
Canal Capital Management
Virginia
$445K – – –
PWMAG
666
Pinnacle Wealth Management Advisory Group
New Jersey
$445K -$21.5K -255 -5%
HCM
667
Hall Capital Management
Rhode Island
$443K -$115K -1,362 -22%
FAT
668
First American Trust
California
$443K +$8.25K +98 +2%
IWA
669
Icon Wealth Advisors
Texas
$442K -$41.4K -492 -9%
RFO
670
RiverGlades Family Offices
Florida
$442K +$411K +4,875 New
MWM
671
Modera Wealth Management
New Jersey
$441K +$55.6K +660 +16%
MGIA
672
Moneta Group Investment Advisors
Missouri
$441K +$37.2K +442 +10%
ST
673
Smithfield Trust
Pennsylvania
$439K -$22.7K -270 -5%
CC
674
Cannell & Co
New York
$435K +$7.16K +85 +2%
HSA
675
HBK Sorce Advisory
Pennsylvania
$434K +$403K +4,788 New
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