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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
676
Sound View Wealth Advisors Group
Georgia
$534K +$22.1K +246 +5%
NNP
677
Nachman Norwood & Parrott
South Carolina
$528K -$9.96K -111 -2%
OBGC
678
O'Brien Greene & Co
Pennsylvania
$528K – – –
BCA
679
Bay Colony Advisors
Massachusetts
$525K – – –
MAFM
680
Mid Atlantic Financial Management
Pennsylvania
$522K -$3.23K -36 -0.6%
JWS
681
Juncture Wealth Strategies
Arizona
$521K -$8.97K -100 -2%
DJSG
682
D.J. St. Germain
Massachusetts
$520K +$68.1K +759 +16%
FCCM
683
First City Capital Management
Georgia
$517K +$10.7K +119 +2%
1WA
684
180 Wealth Advisors
Washington
$514K -$17.8K -198 -4%
FWM
685
Fairhaven Wealth Management
Illinois
$513K – – –
PFBT
686
Parkside Financial Bank & Trust
Missouri
$511K +$5.2K +58 +1%
HCM
687
Hutchinson Capital Management
California
$509K – – –
YIA
688
YHB Investment Advisors
Connecticut
$508K +$359 +4 +0.1%
BWM
689
BerganKDV Wealth Management
Minnesota
$505K +$7.72K +86 +2%
NP
690
NorthRock Partners
Minnesota
$505K +$172K +1,919 +56%
CFA
691
Carroll Financial Associates
North Carolina
$504K +$70.3K +784 +17%
IFWM
692
Institute for Wealth Management
Colorado
$502K +$115K +1,280 +32%
JA
693
JVL Associates
Michigan
$501K – – –
DDC
694
DF Dent & Co
Maryland
$501K +$269 +3 +0.1%
HCA
695
Harbour Capital Advisors
Virginia
$501K +$475K +5,293 New
BI
696
Bredin Investment
Delaware
$500K – – –
AL
697
Aspiriant LLC
California
$498K +$1.79K +20 +0.4%
HAG
698
HighPoint Advisor Group
Illinois
$497K +$33.1K +369 +8%
AIA
699
Armor Investment Advisors
North Carolina
$494K +$4.93K +55 +1%
MBT
700
Montecito Bank & Trust
California
$493K +$43.2K +481 +10%
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