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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
726
Stokes Family Office
Louisiana
$360K -$109K -1,244 -24%
TLCM
727
Twin Lakes Capital Management
California
$358K +$8.99K +103 +3%
NL
728
NWAM LLC
Washington
$358K -$49.9K -571 -13%
RTC
729
Riverview Trust Company
Washington
$357K +$10.2K +117 +3%
MNBTD
730
Moody National Bank Trust Division
Texas
$352K -$19.8K -227 -6%
DDC
731
DF Dent & Co
Maryland
$350K +$14.8K +170 +5%
HBWM
732
Hollow Brook Wealth Management
New York
$348K – – –
P
733
Pitcairn
Pennsylvania
$347K +$87.4K +1,001 +36%
CT
734
Caldwell Trust
Florida
$345K -$21.8K -250 -6%
MBT
735
Montecito Bank & Trust
California
$345K -$45.1K -516 -12%
FPFS
736
First Personal Financial Services
North Carolina
$342K – – –
RCM
737
RNC Capital Management
California
$341K +$11.2K +128 +4%
NDSI
738
Newman Dignan & Sheerar Inc
Rhode Island
$340K – – –
SFG
739
Summit Financial Group
West Virginia
$340K – – –
H
740
HoyleCohen
California
$340K -$87.3K -1,000 -21%
PWM
741
Perigon Wealth Management
California
$340K -$7.07K -81 -2%
PB
742
Pinnacle Bancorp
Nebraska
$338K +$1.22K +14 +0.4%
VC
743
Vicus Capital
Pennsylvania
$337K +$8.21K +94 +3%
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$337K – – –
SF
745
Summit Financial
New Jersey
$336K -$131K -1,499 -29%
HCA
746
Heck Capital Advisors
Wisconsin
$335K +$11.3K +129 +4%
FM
747
Foster & Motley
Ohio
$333K -$4.54K -52 -1%
CWP
748
Capital Wealth Planning
Florida
$331K +$314K +3,597 New
PCM
749
Penserra Capital Management
California
$330K +$228K +2,616 +267%
SIA
750
Strategic Investment Advisors
Michigan
$330K +$114K +1,302 +57%
28 29
30
31 32