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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
676
Patriot Investment Management Group
Tennessee
$450K +$1.16K +14 +0.3%
CCG
677
Cypress Capital Group
Florida
$450K +$5.48K +66 +1%
NCM
678
Northwest Capital Management
Oregon
$444K -$3.49K -42 -0.8%
NP
679
NorthRock Partners
Minnesota
$444K -$415 -5 -0.1%
JCM
680
Jacobi Capital Management
Pennsylvania
$443K +$13.8K +166 +3%
WANY
681
Wealthspire Advisors (New York)
New York
$442K -$299K -3,602 -42%
BJL
682
Brighton Jones LLC
Washington
$441K -$17.6K -212 -4%
AIM
683
Alhambra Investment Management
Florida
$440K – – –
CW
684
CreativeOne Wealth
Kansas
$440K +$417K +5,026 New
NSAM
685
North Star Asset Management
Wisconsin
$437K – – –
SIC
686
Salem Investment Counselors
North Carolina
$437K +$2.24K +27 +0.5%
HPCM
687
High Pointe Capital Management
Illinois
$437K +$43.2K +520 +12%
AIM
688
Allen Investment Management
New York
$437K +$415K +5,000 New
PWMAG
689
Pinnacle Wealth Management Advisory Group
New Jersey
$433K +$136K +1,638 +50%
QPW
690
Quantum Private Wealth
Florida
$432K +$410K +4,939 New
JA
691
JVL Associates
Michigan
$428K – – –
IB
692
Intrust Bank
Kansas
$427K -$39.4K -474 -9%
IFWM
693
Institute for Wealth Management
Colorado
$427K -$8.05K -97 -2%
RFO
694
RiverGlades Family Offices
Florida
$426K – – –
ST
695
Spinnaker Trust
Maine
$426K – – –
ACP
696
Ashfield Capital Partners
California
$426K +$2.08K +25 +0.5%
ATIA
697
American Trust Investment Advisors
New Hampshire
$425K +$40.5K +488 +11%
IWP
698
Icon Wealth Partners
Texas
$423K -$19.5K -235 -5%
CIA
699
Cohen Investment Advisors
New Hampshire
$422K +$5.31K +64 +1%
AAS
700
Ameritas Advisory Services
Nebraska
$421K +$400K +4,818 New
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