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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
726
Jacobi Capital Management
Pennsylvania
$383K -$17.5K -203 -4%
AP
727
Appleton Partners
Massachusetts
$383K – – –
MLL
728
Moody Lynn & Lieberson
Massachusetts
$382K -$11.1K -129 -3%
ST
729
Spinnaker Trust
Maine
$381K +$13.5K +156 +4%
LFAS
730
Level Four Advisory Services
Texas
$380K +$25.6K +297 +7%
FP
731
Financial Perspectives
Minnesota
$380K +$24.6K +285 +7%
IAA
732
Independent Advisor Alliance
North Carolina
$376K +$691 +8 +0.2%
HIMCH
733
Hartford Investment Management Co (HIMCO)
Connecticut
$371K +$366K +4,245 New
VC
734
Veracity Capital
Georgia
$370K -$425K -4,924 -54%
PC
735
Port Capital
Illinois
$370K – – –
RWP
736
RWA Wealth Partners
Massachusetts
$369K +$4.49K +52 +1%
SFS
737
Sowell Financial Services
Arkansas
$369K +$16.6K +192 +5%
GWM
738
GSB Wealth Management
Connecticut
$368K – – –
BCM
739
Bienville Capital Management
New York
$368K +$364K +4,216 New
BFM
740
Boston Financial Management
Massachusetts
$367K -$43.7K -506 -11%
PWP
741
Private Wealth Partners
California
$367K – – –
CBTWT
742
Community Bank & Trust (Waco, Texas)
Texas
$363K +$2.68K +31 +0.8%
FPFS
743
First Personal Financial Services
North Carolina
$362K -$3.88K -45 -1%
AS
744
Altshuler Shaham
Israel
$359K +$259K +3,000 +271%
GIA
745
Gladstone Institutional Advisory
Florida
$356K -$39.1K -453 -10%
ODCM
746
Old Dominion Capital Management
Virginia
$356K +$121K +1,399 +52%
VIM
747
Vista Investment Management
Pennsylvania
$356K +$351K +4,072 New
VA
748
Valmark Advisers
Ohio
$356K +$352K +4,079 New
LA
749
LVW Advisors
New York
$353K +$88K +1,019 +34%
HAG
750
HighPoint Advisor Group
Illinois
$350K -$90.8K -1,052 -21%
28 29
30
31 32