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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
701
Montecito Bank & Trust
California
$373K -$8.1K -90 -2%
LC
702
Lindbrook Capital
California
$373K -$4.59K -51 -1%
RSWM
703
Robertson Stephens Wealth Management
California
$372K -$20K -222 -5%
MAFM
704
Mid Atlantic Financial Management
Pennsylvania
$372K -$11.5K -128 -3%
KFP
705
KMG Fiduciary Partners
Ohio
$372K +$84.5K +939 +26%
OC
706
Oakworth Capital
Alabama
$370K – – –
CAL
707
Capital Analysts LLC
Pennsylvania
$369K -$2.16K -24 -0.5%
OIA
708
OneDigital Investment Advisors
Kansas
$369K +$4.41K +49 +1%
HPCM
709
High Pointe Capital Management
Illinois
$366K – – –
DAS
710
Dynamic Advisor Solutions
Arizona
$364K -$45.3K -504 -10%
PTC
711
Private Trust Company
Ohio
$361K +$101K +1,122 +34%
FAT
712
First American Trust
California
$359K – – –
HWMA
713
Heritage Wealth Management (Arizona)
Arizona
$359K +$99.6K +1,107 +34%
ATIA
714
American Trust Investment Advisors
New Hampshire
$358K +$8.1K +90 +2%
AMIM
715
Aull & Monroe Investment Management
Alabama
$354K – – –
QP
716
Quilter Plc
United Kingdom
$354K +$9.45K +105 +2%
AWM
717
Apollon Wealth Management
South Carolina
$353K +$388K +4,316 New
SRC
718
Shufro Rose & Co
New York
$347K -$36K -400 -9%
GWM
719
GSB Wealth Management
Connecticut
$344K -$31.8K -354 -8%
AIC
720
Ameritas Investment Company
Nebraska
$344K +$71.2K +791 +23%
PIM
721
Penobscot Investment Management
Massachusetts
$342K -$80.5K -895 -18%
FPFS
722
First Personal Financial Services
North Carolina
$339K – – –
SAM
723
S.A. Mason
Michigan
$338K +$40.5K +450 +12%
HCA
724
Heck Capital Advisors
Wisconsin
$337K -$6.03K -67 -2%
KPW
725
Kore Private Wealth
New York
$336K +$97.5K +1,084 +36%
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