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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
726
Moody National Bank Trust Division
Texas
$367K -$19.9K -236 -6%
HWM
727
HB Wealth Management
Georgia
$367K +$12.1K +144 +4%
SRC
728
Shufro Rose & Co
New York
$367K -$3.37K -40 -1%
DAS
729
Dynamic Advisor Solutions
Arizona
$366K -$54.3K -645 -14%
MWM
730
Mattern Wealth Management
Kansas
$366K – – –
EIM
731
Essex Investment Management
Massachusetts
$365K -$6.57K -78 -2%
ACA
732
Atlas Capital Advisors
Wyoming
$365K -$14.1K -167 -4%
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$364K -$244K -2,897 -42%
CT
734
Caldwell Trust
Florida
$363K -$98.1K -1,165 -23%
ACM
735
Ategra Capital Management
Virginia
$362K – – –
BFC
736
Bedel Financial Consulting
Indiana
$359K +$38.1K +452 +13%
OAM
737
Occidental Asset Management
California
$359K +$71.6K +850 +27%
PPC
738
Park Place Capital
Alabama
$358K +$333K +3,949 New
VWA
739
V Wealth Advisors
Kansas
$358K +$35K +415 +12%
NPF
740
Norris Perne & French
Michigan
$357K – – –
TYCC
741
Texas Yale Capital Corp
Florida
$349K – – –
HWAM
742
Hennion & Walsh Asset Management
New Jersey
$348K +$71.3K +847 +28%
OIA
743
OneDigital Investment Advisors
Kansas
$348K +$40.7K +483 +14%
CCFCSB
744
Cape Cod Five Cents Savings Bank
Massachusetts
$347K -$126K -1,493 -28%
TLCM
745
Twin Lakes Capital Management
California
$344K – – –
HBWM
746
Hollow Brook Wealth Management
New York
$344K – – –
CAM
747
Cozad Asset Management
Illinois
$343K – – –
PWM
748
Perigon Wealth Management
California
$342K +$2.36K +28 +0.7%
RTC
749
Riverview Trust Company
Washington
$341K – – –
HF
750
HRT Financial
New York
$341K +$317K +3,762 New
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