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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PL
676
Plancorp LLC
Missouri
$432K -$6.06K -72 -1%
WT
677
Washington Trust
Rhode Island
$431K +$126K +1,500 +46%
H
678
HoyleCohen
California
$426K -$39.3K -467 -9%
IA
679
IFP Advisors
Florida
$425K -$79.3K -941 -12%
FWM
680
Forza Wealth Management
Florida
$423K +$393K +4,662 New
IFWM
681
Institute for Wealth Management
Colorado
$423K -$24.3K -288 -6%
HDIM
682
Hanson & Doremus Investment Management
Vermont
$421K +$324K +3,842 +480%
BB
683
Busey Bank
Illinois
$420K -$2.95K -35 -0.8%
NAM
684
NorthCrest Asset Manangement
Minnesota
$418K -$1.25M -14,830 -76%
MSA
685
Marino Stram & Associates
Massachusetts
$418K +$3.45K +41 +0.9%
MLL
686
Moody Lynn & Lieberson
Massachusetts
$414K +$8K +95 +2%
FHC
687
First Heartland Consultants
Missouri
$413K +$383K +4,553 New
MG
688
Mather Group
Illinois
$412K -$257K -3,050 -40%
ST
689
Spinnaker Trust
Maine
$408K -$18.2K -216 -5%
NL
690
NWAM LLC
Washington
$405K +$71.3K +847 +23%
CWP
691
Curated Wealth Partners
California
$404K -$64.1K -761 -15%
Lido Advisors
692
Lido Advisors
California
$403K -$155K -1,836 -29%
VF
693
Virtu Financial
New York
$402K -$1.02M -12,163 -73%
SGA
694
Strategic Global Advisors
California
$401K -$1.85K -22 -0.5%
CWM
695
Circle Wealth Management
New Jersey
$397K
V
696
Veritable
Delaware
$397K +$73.1K +868 +25%
AMIM
697
Aull & Monroe Investment Management
Alabama
$397K
GWM
698
GSB Wealth Management
Connecticut
$396K
CCG
699
Cypress Capital Group
Florida
$396K -$1.09K -13 -0.3%
RWA
700
Ropes Wealth Advisors
Massachusetts
$394K +$21.1K +250 +6%