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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
726
Sequoia Financial Advisors
Ohio
$380K -$12K -134 -3%
B
727
Bellecapital
Switzerland
$380K – – –
JCM
728
Jacobi Capital Management
Pennsylvania
$378K +$72.5K +813 +22%
GIA
729
Gladstone Institutional Advisory
Florida
$374K -$44.4K -498 -10%
IC
730
Inscription Capital
Texas
$374K -$13.1K -147 -3%
QP
731
Quilter Plc
United Kingdom
$373K +$404K +4,526 New
BWAM
732
Boyd Watterson Asset Management
Ohio
$372K -$981 -11 -0.2%
MLL
733
Moody Lynn & Lieberson
Massachusetts
$372K – – –
HB
734
Horizon Bancorp
Indiana
$367K -$28.5K -319 -7%
SIC
735
Salem Investment Counselors
North Carolina
$366K – – –
AP
736
Appleton Partners
Massachusetts
$362K -$41.7K -467 -10%
CCG
737
Cypress Capital Group
Florida
$362K +$13.9K +156 +4%
TRCT
738
Tower Research Capital (TRC)
New York
$362K +$281K +3,152 +255%
FAT
739
First American Trust
California
$361K – – –
MCA
740
Mercer Capital Advisers
New Jersey
$359K -$53.5K -600 -12%
FPS
741
Fieldpoint Private Securities
Connecticut
$359K +$33.5K +375 +9%
TYCC
742
Texas Yale Capital Corp
Florida
$358K – – –
FC
743
FORA Capital
Florida
$357K -$2.04M -22,832 -84%
HH
744
Hilltop Holdings
Texas
$355K -$124K -1,388 -24%
IAA
745
Independent Advisor Alliance
North Carolina
$355K -$11K -123 -3%
PWA
746
Physician Wealth Advisors
Utah
$355K -$4.46K -50 -1%
OPA
747
Old Port Advisors
Maine
$355K +$106K +1,189 +38%
AWE
748
Avidian Wealth Enterprises
Texas
$353K -$45.9K -515 -11%
CHA
749
Carmichael Hill & Associates
Maryland
$351K – – –
PC
750
Port Capital
Illinois
$349K -$8.92K -100 -2%
28 29
30
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