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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
701
Old Port Advisors
Maine
$413K +$36.7K +425 +10%
JC
702
Jacobs & Co
California
$412K – – –
PIMG
703
Patriot Investment Management Group
Tennessee
$412K +$3.02K +35 +0.7%
CCG
704
Cypress Capital Group
Florida
$411K +$26.8K +310 +7%
VWM
705
Venturi Wealth Management
Texas
$411K +$128K +1,488 +46%
RIA
706
Realta Investment Advisors
Delaware
$410K -$2.76K -32 -0.7%
AWE
707
Avidian Wealth Enterprises
Texas
$410K +$35.3K +409 +10%
BCA
708
Bay Colony Advisors
Massachusetts
$408K -$25.9K -300 -6%
AMIM
709
Aull & Monroe Investment Management
Alabama
$408K +$4.32K +50 +1%
DWM
710
Dakota Wealth Management
Florida
$406K – – –
B
711
Bellecapital
Switzerland
$403K – – –
1WA
712
180 Wealth Advisors
Washington
$401K -$12.1K -140 -3%
OC
713
Oakworth Capital
Alabama
$397K -$18K -209 -4%
BPB
714
Badgley, Phelps & Bell
Washington
$395K -$43.2K -500 -10%
HH
715
Hilltop Holdings
Texas
$394K +$17.6K +204 +5%
BWAM
716
Boyd Watterson Asset Management
Ohio
$393K -$604 -7 -0.2%
JWS
717
Juncture Wealth Strategies
Arizona
$393K +$60.4K +700 +18%
BBA
718
BLB&B Advisors
Pennsylvania
$391K -$35K -405 -8%
CHP
719
Cable Hill Partners
Oregon
$390K -$26.3K -305 -6%
SIC
720
Salem Investment Counselors
North Carolina
$390K +$1.73K +20 +0.5%
PCS
721
Personal CFO Solutions
New Jersey
$389K +$22.1K +256 +6%
FAT
722
First American Trust
California
$386K +$3.37K +39 +0.9%
SYBT
723
Stock Yards Bank & Trust
Kentucky
$384K -$23.8K -276 -6%
ECM
724
Evergreen Capital Management
Washington
$383K -$211K -2,449 -36%
CAM
725
Cozad Asset Management
Illinois
$383K -$37.9K -439 -9%
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