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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Appleton Partners
Massachusetts
$373K -$63.1K -709 -15%
PWLP
727
Prio Wealth Limited Partnership
Massachusetts
$373K -$26.6K -299 -7%
BJL
728
Brighton Jones LLC
Washington
$373K +$24K +269 +7%
NFG
729
Next Financial Group
Texas
$370K +$25.8K +290 +8%
PWA
730
Physician Wealth Advisors
Utah
$368K -$801 -9 -0.2%
CFA
731
Carroll Financial Associates
North Carolina
$366K -$12.3K -138 -3%
PMAS
732
PNC Managed Account Solutions
Texas
$366K +$357K +4,010 New
VCM
733
Violich Capital Management
California
$359K -$71.2K -800 -17%
MIM
734
Merrion Investment Management
New Jersey
$359K -$9.79K -110 -3%
AL
735
Aspiriant LLC
California
$359K +$107K +1,200 +44%
FRM
736
Fox Run Management
Connecticut
$358K +$349K +3,920 New
V
737
Veritable
Delaware
$357K -$12.8K -144 -4%
SVWAG
738
Sound View Wealth Advisors Group
Georgia
$354K -$63.8K -717 -16%
TYCC
739
Texas Yale Capital Corp
Florida
$351K – – –
HW
740
Hancock Whitney
Mississippi
$351K +$120K +1,347 +54%
CWM
741
Circle Wealth Management
New Jersey
$350K +$57K +640 +20%
CHA
742
Carmichael Hill & Associates
Maryland
$347K -$8.9K -100 -3%
MCM
743
Murphy Capital Management
New Jersey
$345K -$93.5K -1,050 -22%
SFG
744
Summit Financial Group
West Virginia
$344K – – –
PB
745
Pinnacle Bancorp
Nebraska
$344K +$1.16K +13 +0.3%
RTC
746
Riverview Trust Company
Washington
$343K – – –
GTAM
747
Global Trust Asset Management
Florida
$342K -$16.5K -185 -5%
NDSI
748
Newman Dignan & Sheerar Inc
Rhode Island
$341K – – –
TLCM
749
Twin Lakes Capital Management
California
$341K +$1.16K +13 +0.3%
SYBT
750
Stock Yards Bank & Trust
Kentucky
$340K +$69.2K +777 +26%
28 29
30
31 32