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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
701
Joel Isaacson & Co
New York
$556K -$2.84K -25 -0.5%
CWM
702
Circle Wealth Management
New Jersey
$555K -$46K -405 -8%
PTC
703
Private Trust Company
Ohio
$555K +$40.3K +355 +8%
PL
704
Plancorp LLC
Missouri
$552K – – –
CSPAM
705
Cary Street Partners Asset Management
Virginia
$551K -$65.4K -576 -11%
CA
706
Cullinan Associates
Kentucky
$544K – – –
DAS
707
Diversify Advisory Services
Utah
$540K +$236K +2,080 +79%
GWMR
708
GC Wealth Management RIA
Massachusetts
$539K +$93.3K +822 +21%
VPI
709
Value Partners Investments
Manitoba, Canada
$537K +$13.6K +120 +3%
CA
710
Claro Advisors
Massachusetts
$533K +$526K +4,638 New
RPC
711
Rossmore Private Capital
Connecticut
$532K – – –
PFPT
712
Pinnacle Financial Partners (Tennessee)
Tennessee
$532K +$5.22K +46 +1%
CWP
713
Cyndeo Wealth Partners
Florida
$529K -$26.6K -234 -5%
MAA
714
Mraz Amerine & Associates
California
$528K -$194K -1,706 -27%
MFIM
715
Mesirow Financial Investment Management
Illinois
$526K +$13.5K +119 +3%
GC
716
Grimes & Company
Massachusetts
$526K +$1.81K +16 +0.4%
IAS
717
Insigneo Advisory Services
Florida
$524K +$8.51K +75 +2%
ACA
718
Aptus Capital Advisors
Alabama
$523K -$7.83K -69 -1%
SIA
719
Strategic Investment Advisors
Michigan
$521K -$9.08K -80 -2%
WG
720
Wealth Group
North Carolina
$518K -$9.87K -87 -2%
SP
721
Stablepoint Partners
Massachusetts
$516K – – –
RCG
722
Regatta Capital Group
California
$515K +$340 +3 +0.1%
WT
723
Washington Trust
Rhode Island
$514K – – –
BFC
724
Bedel Financial Consulting
Indiana
$511K – – –
MSA
725
Marino Stram & Associates
Massachusetts
$511K +$2.95K +26 +0.6%
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