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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
651
Hutner Capital Management
Vermont
$643K -$13.8K -130 -2%
PM
652
Penbrook Management
New York
$642K – – –
SWP
653
Sagespring Wealth Partners
Tennessee
$642K +$248K +2,325 +68%
SW
654
StrongBox Wealth
Missouri
$640K +$22.4K +210 +4%
SQA
655
Simon Quick Advisors
New Jersey
$639K +$157K +1,475 +35%
OBGC
656
O'Brien Greene & Co
Pennsylvania
$635K – – –
KSB
657
Kennebec Savings Bank
Maine
$635K +$43.9K +412 +8%
SIC
658
Salem Investment Counselors
North Carolina
$628K -$97.4K -915 -14%
CWM
659
Cordatus Wealth Management
Pennsylvania
$618K +$38.1K +358 +7%
CFO
660
CVA Family Office
Colorado
$618K -$19.2K -180 -3%
EGA
661
E&G Advisors
Texas
$617K -$10.6K -100 -2%
PTC
662
Private Trust Company
Ohio
$617K +$38.1K +358 +7%
RCAG
663
Rehmann Capital Advisory Group
Michigan
$615K +$2.34K +22 +0.4%
RFC
664
Regions Financial Corp
Alabama
$614K -$53.9K -506 -8%
CHP
665
Cable Hill Partners
Oregon
$613K -$296K -2,784 -34%
TPI
666
Trust Point Inc
Wisconsin
$613K +$585K +5,496 New
RCM
667
Radnor Capital Management
Pennsylvania
$608K – – –
DT
668
Diversified Trust
Tennessee
$608K +$35.5K +333 +7%
MLA
669
MB, Levis & Associates
Pennsylvania
$603K – – –
HTHT
670
Hemenway Trust Hemenway Trust
New Hampshire
$602K -$154K -1,451 -21%
MWM
671
Modera Wealth Management
New Jersey
$602K -$39.9K -375 -6%
CIG
672
Cullen Investment Group
Louisiana
$602K -$22.4K -210 -4%
FTWA
673
Fifth Third Wealth Advisors
Ohio
$601K +$190K +1,787 +50%
SCP
674
Sivia Capital Partners
California
$600K +$7.98K +75 +1%
GI
675
Gradient Investments
Minnesota
$599K +$9.69K +91 +2%
25 26
27
28 29