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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
726
First Personal Financial Services
North Carolina
$413K +$19.5K +223 +5%
ST
727
Spinnaker Trust
Maine
$411K – – –
ARTA
728
A.R.T. Advisors
New York
$411K +$380K +4,349 New
CHP
729
Cable Hill Partners
Oregon
$408K -$13.1K -150 -3%
OPA
730
Old Port Advisors
Maine
$407K +$47K +538 +14%
BBA
731
BLB&B Advisors
Pennsylvania
$406K +$6.55K +75 +2%
ODCM
732
Old Dominion Capital Management
Virginia
$406K +$20.1K +230 +6%
PWP
733
Principle Wealth Partners
Connecticut
$406K +$376K +4,304 New
BL
734
Balentine LLC
Georgia
$405K +$59.9K +685 +19%
CG
735
Caprock Group
Idaho
$402K +$68.2K +781 +22%
HIMCH
736
Hartford Investment Management Co (HIMCO)
Connecticut
$401K – – –
HCA
737
Heck Capital Advisors
Wisconsin
$400K -$612 -7 -0.2%
PC
738
Port Capital
Illinois
$400K – – –
PCG
739
Private Capital Group
Connecticut
$398K -$4.46K -51 -1%
CAM
740
Cozad Asset Management
Illinois
$398K -$4.19K -48 -1%
GWM
741
GSB Wealth Management
Connecticut
$398K – – –
SFS
742
Sowell Financial Services
Arkansas
$395K +$2.01K +23 +0.6%
EI
743
Ellevest Inc
New York
$389K +$106K +1,218 +42%
TFCP
744
Twin Focus Capital Partners
Massachusetts
$389K +$360K +4,122 New
AS
745
Altshuler Shaham
Israel
$388K – – –
SAM
746
Security Asset Management
New York
$388K +$181K +2,075 +102%
FWM
747
Foresight Wealth Management
Utah
$387K +$358K +4,097 New
BJL
748
Brighton Jones LLC
Washington
$382K +$2.8K +32 +0.8%
MIM
749
Merrion Investment Management
New Jersey
$382K +$354K +4,047 New
AMM
750
American Money Management
California
$381K -$96.5K -1,104 -21%
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