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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
726
Fulton Bank
Pennsylvania
$216K -$13.9K -204 -6%
AL
727
Agran Libbie
California
$212K +$222K +3,260 New
BJL
728
Brighton Jones LLC
Washington
$211K +$221K +3,243 New
PWAG
729
Polaris Wealth Advisory Group
California
$209K -$342K -5,034 -61%
CFG
730
Citizens Financial Group
Rhode Island
$209K -$2.65K -39 -1%
PWMAG
731
Pinnacle Wealth Management Advisory Group
New Jersey
$209K – – –
PP
732
Palladium Partners
Virginia
$208K – – –
WAM
733
Weatherly Asset Management
California
$208K – – –
WP
734
WealthSource Partners
California
$208K +$218K +3,202 New
BCM
735
Brookstone Capital Management
Illinois
$207K -$63.7K -937 -23%
SSA
736
South Street Advisors
New York
$207K +$8.71K +128 +4%
WAS
737
WESPAC Advisors SoCal
California
$206K -$19K -279 -8%
PTC
738
Private Trust Company
Ohio
$206K +$17.3K +255 +9%
AP
739
Advisor Partners
California
$204K -$430K -6,314 -67%
CLOS
740
Compagnie Lombard Odier SCmA
Switzerland
$204K +$188K +2,767 +724%
WPP
741
Whalerock Point Partners
Rhode Island
$201K -$46K -676 -18%
BOS
742
Bank of Stockton
California
$200K +$7.48K +110 +4%
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$198K -$1.09K -16 -0.5%
WAM
744
Wealthspire Advisors (Maryland)
Maryland
$190K -$298K -4,378 -60%
ARMT
745
Amica Retiree Medical Trust
Rhode Island
$188K – – –
SBL
746
Sargent Bickham Lagudis
Colorado
$183K +$192K +2,826 New
IA
747
IFP Advisors
Florida
$176K -$352K -5,174 -72%
MMG
748
Monetary Management Group
Missouri
$170K -$137K -2,009 -43%
KT
749
Kanaly Trust
Texas
$167K +$68 +1 +0%
NEAM
750
New England Asset Management
Connecticut
$163K – – –
28 29
30
31 32