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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
701
GGM Wealth Advisors
Maryland
$390K – – –
MGIA
702
Moneta Group Investment Advisors
Missouri
$389K +$41.8K +477 +12%
IAA
703
Independent Advisor Alliance
North Carolina
$387K -$43.8K -499 -10%
MSA
704
Marino Stram & Associates
Massachusetts
$381K +$21.6K +246 +6%
CA
705
Cullinan Associates
Kentucky
$380K – – –
OR
706
Olympiad Research
Connecticut
$379K +$32.5K +371 +9%
CCG
707
Cypress Capital Group
Florida
$375K -$2.63K -30 -0.7%
AL
708
Aspiriant LLC
California
$374K -$13.2K -151 -3%
SBL
709
Sargent Bickham Lagudis
Colorado
$373K -$11.4K -130 -3%
MNBTD
710
Moody National Bank Trust Division
Texas
$371K -$382K -4,353 -50%
MBT
711
Montecito Bank & Trust
California
$371K -$15.4K -175 -4%
MWM
712
Modera Wealth Management
New Jersey
$371K +$11.9K +136 +3%
CAL
713
Capital Analysts LLC
Pennsylvania
$370K -$5.26K -60 -1%
AMIM
714
Aull & Monroe Investment Management
Alabama
$370K -$4.39K -50 -1%
CWM
715
Circle Wealth Management
New Jersey
$370K – – –
BIA
716
Benchmark Investment Advisors
Illinois
$369K -$43.9K -500 -10%
GWM
717
GSB Wealth Management
Connecticut
$369K – – –
KC
718
Kenfarb & Co
Kentucky
$369K – – –
AAS
719
Ameritas Advisory Services
Nebraska
$360K -$35.1K -400 -9%
HSG
720
Helen Stephens Group
Texas
$359K – – –
PCM
721
Pointe Capital Management
Michigan
$359K – – –
SGA
722
Strategic Global Advisors
California
$358K -$5.7K -65 -2%
OC
723
Oakworth Capital
Alabama
$357K – – –
FOA
724
Five Oceans Advisors
California
$355K +$70.8K +807 +24%
KCM
725
Kathmere Capital Management
Pennsylvania
$354K +$82.3K +938 +29%
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