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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
726
Patriot Investment Management Group
Tennessee
$352K -$65.4K -745 -15%
GRP
727
Global Retirement Partners
California
$352K +$15.7K +179 +4%
BOH
728
Bank of Hawaii
Hawaii
$351K +$6.93K +79 +2%
RCM
729
RNC Capital Management
California
$351K +$7.81K +89 +2%
SAM
730
S.A. Mason
Michigan
$350K – – –
IF
731
Intrua Financial
Texas
$349K +$22.5K +256 +7%
1WM
732
1900 Wealth Management
Texas
$348K – – –
AS
733
Altshuler Shaham
Israel
$347K -$175K -2,000 -33%
EIM
734
Essex Investment Management
Massachusetts
$347K – – –
PIM
735
Penobscot Investment Management
Massachusetts
$345K – – –
AWA
736
Arkadios Wealth Advisors
Georgia
$345K +$26.1K +298 +8%
MWM
737
Meridian Wealth Management
Kentucky
$345K +$52.1K +594 +17%
VC
738
Vicus Capital
Pennsylvania
$343K -$4.39K -50 -1%
SRC
739
Shufro Rose & Co
New York
$342K -$17.5K -200 -5%
MRCM
740
M&R Capital Management
New Jersey
$342K +$307K +3,500 +636%
MWM
741
Mattern Wealth Management
Kansas
$341K – – –
ICG
742
InterOcean Capital Group
Tennessee
$341K +$354K +4,038 New
ACM
743
Ategra Capital Management
Virginia
$337K -$20.2K -230 -5%
AWM
744
Apollon Wealth Management
South Carolina
$333K -$110K -1,258 -24%
NPF
745
Norris Perne & French
Michigan
$333K -$42.3K -482 -11%
FPFS
746
First Personal Financial Services
North Carolina
$333K – – –
WCF
747
West Coast Financial
California
$329K -$3.95K -45 -1%
FTA
748
Financial & Tax Architects
Missouri
$329K +$614 +7 +0.2%
RSWM
749
Robertson Stephens Wealth Management
California
$328K -$26.8K -305 -7%
SVWAG
750
Sound View Wealth Advisors Group
Georgia
$328K – – –
28 29
30
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