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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
GSB Wealth Management
Connecticut
$340K
FFWA
702
FRG Family Wealth Advisors
Washington
$337K +$31.4K +413 +10%
DJSG
703
D.J. St. Germain
Massachusetts
$336K -$243K -3,189 -41%
AWM
704
AE Wealth Management
Kansas
$335K -$837 -11 -0.2%
SFG
705
Sather Financial Group
Texas
$334K +$10.9K +143 +3%
NDSI
706
Newman Dignan & Sheerar Inc
Rhode Island
$326K
PFSC
707
Peoples Financial Services Corp
Pennsylvania
$322K -$12.4K -163 -4%
LA
708
Lau Associates
Delaware
$321K
GHAM
709
Gilman Hill Asset Management
Connecticut
$319K -$195K -2,567 -37%
HH
710
Hilltop Holdings
Texas
$315K -$106K -1,388 -24%
B
711
Bellecapital
Switzerland
$315K +$9.29K +122 +3%
CBTWT
712
Community Bank & Trust (Waco, Texas)
Texas
$314K
WPP
713
Whalerock Point Partners
Rhode Island
$314K
AssetMark Inc
714
AssetMark Inc
California
$313K +$130K +1,702 +65%
PA
715
Parallel Advisors
California
$312K +$9.9K +130 +3%
UBS AM
716
UBS AM
Illinois
$312K -$191K -2,514 -37%
IB
717
Intrust Bank
Kansas
$311K -$56.6K -744 -15%
RHAM
718
Round Hill Asset Management
California
$311K -$21.2K -279 -6%
AFP
719
Ausdal Financial Partners
Iowa
$310K +$57.6K +757 +22%
KA
720
Kovack Advisors
Florida
$307K -$26.8K -352 -8%
FIM
721
Frontier Investment Management
Texas
$303K
CL
722
CPWM LLC
Washington
$303K +$318K +4,181 New
MMHP
723
Murphy Middleton Hinkle & Parker
Georgia
$301K
MG
724
Markel Group
Virginia
$299K
SFSIG
725
San Francisco Sentry Investment Group
California
$297K -$295K -3,879 -49%