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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
726
Penobscot Investment Management
Massachusetts
$358K – – –
RCM
727
RNC Capital Management
California
$357K +$12.1K +140 +4%
BOH
728
Bank of Hawaii
Hawaii
$357K +$54K +624 +18%
PTC
729
Private Trust Company
Ohio
$355K -$8.22K -95 -2%
BFAG
730
Blackston Financial Advisory Group
Florida
$355K +$44.1K +509 +13%
MWM
731
Mattern Wealth Management
Kansas
$354K -$7.36K -85 -2%
FPFS
732
First Personal Financial Services
North Carolina
$346K -$87 -1 -0%
WCF
733
West Coast Financial
California
$345K – – –
MIM
734
Merrion Investment Management
New Jersey
$345K +$173 +2 +0.1%
BRWM
735
B. Riley Wealth Management
Tennessee
$341K -$5.97K -69 -2%
FTA
736
Financial & Tax Architects
Missouri
$341K +$336K +3,882 New
IF
737
Intrua Financial
Texas
$340K -$66.6K -769 -17%
SVWAG
738
Sound View Wealth Advisors Group
Georgia
$340K – – –
ECG
739
Edge Capital Group
Georgia
$339K +$63K +728 +23%
TYCC
740
Texas Yale Capital Corp
Florida
$337K – – –
HI
741
Hendershot Investments
Virginia
$336K – – –
TLCM
742
Twin Lakes Capital Management
California
$336K +$8.14K +94 +3%
SFO
743
Stokes Family Office
Louisiana
$336K +$119K +1,371 +56%
HCA
744
Heck Capital Advisors
Wisconsin
$334K -$3.38K -39 -1%
CA
745
Continuum Advisory
Idaho
$334K +$328K +3,793 New
MIA
746
MMBG Investment Advisors
Florida
$333K – – –
CWM
747
CCG Wealth Management
California
$333K +$328K +3,794 New
AWA
748
Arkadios Wealth Advisors
Georgia
$332K +$42.7K +493 +15%
RTC
749
Riverview Trust Company
Washington
$330K – – –
AP
750
Americana Partners
Texas
$328K -$962K -11,111 -75%
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