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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
701
North Star Asset Management
Wisconsin
$527K – – –
MSFP
702
Mark Sheptoff Financial Planning
Connecticut
$523K – – –
DT
703
Diversified Trust
Tennessee
$518K -$18.7K -186 -4%
JIC
704
Joel Isaacson & Co
New York
$518K +$19.2K +191 +4%
CWP
705
Cyndeo Wealth Partners
Florida
$515K -$112K -1,113 -19%
PL
706
Plancorp LLC
Missouri
$511K +$301 +3 +0.1%
CIA
707
Cohen Investment Advisors
New Hampshire
$509K +$113K +1,127 +29%
TFS
708
Thoroughbred Financial Services
Tennessee
$502K +$205K +2,038 +76%
FTA
709
Financial & Tax Architects
Missouri
$501K +$117K +1,161 +33%
CA
710
Cullinan Associates
Kentucky
$500K – – –
SP
711
Stablepoint Partners
Massachusetts
$497K -$20.1K -200 -4%
CIA
712
Capital Investment Advisors
Georgia
$494K +$12.2K +122 +3%
RPC
713
Rossmore Private Capital
Connecticut
$493K – – –
IAS
714
Insigneo Advisory Services
Florida
$492K -$31.3K -312 -7%
ACA
715
Aptus Capital Advisors
Alabama
$491K +$5.22K +52 +1%
SIA
716
Strategic Investment Advisors
Michigan
$491K +$14.6K +145 +3%
WG
717
Wealth Group
North Carolina
$489K -$8.23K -82 -2%
TI
718
Tidal Investments
Wisconsin
$486K +$169K +1,681 +58%
GC
719
Grimes & Company
Massachusetts
$485K -$1M -9,967 -69%
PFPT
720
Pinnacle Financial Partners (Tennessee)
Tennessee
$484K -$52.9K -527 -10%
VPI
721
Value Partners Investments
Manitoba, Canada
$483K +$72.8K +725 +19%
ACA
722
Atlas Capital Advisors
Wyoming
$482K +$381K +3,800 +519%
CAL
723
Capital Analysts LLC
Pennsylvania
$481K +$21.8K +217 +5%
RCG
724
Regatta Capital Group
California
$477K -$11.9K -119 -3%
PTC
725
Private Trust Company
Ohio
$475K -$64K -638 -13%
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