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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
726
LaFleur & Godfrey
Michigan
$401K -$70K -700 -15%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$94.6K +946 +32%
TLCM
728
Twin Lakes Capital Management
California
$394K +$1.3K +13 +0.3%
MWM
729
Mattern Wealth Management
Kansas
$393K -$5.3K -53 -1%
OC
730
Oakworth Capital
Alabama
$392K -$5K -50 -1%
NPF
731
Norris Perne & French
Michigan
$391K -$6.8K -68 -2%
FHA
732
Flagship Harbor Advisors
Massachusetts
$391K +$98.9K +989 +34%
SAM
733
S.A. Mason
Michigan
$390K – – –
IWP
734
Icon Wealth Partners
Texas
$390K -$25.9K -259 -6%
EIM
735
Essex Investment Management
Massachusetts
$389K -$17K -170 -4%
CFGS
736
Concourse Financial Group Securities
Alabama
$389K -$240K -2,401 -38%
DDC
737
DF Dent & Co
Maryland
$384K – – –
HBWM
738
Hollow Brook Wealth Management
New York
$382K – – –
RTC
739
Riverview Trust Company
Washington
$380K -$11.7K -117 -3%
CT
740
Caldwell Trust
Florida
$379K – – –
MBT
741
Montecito Bank & Trust
California
$376K -$1.8K -18 -0.5%
FPFS
742
First Personal Financial Services
North Carolina
$375K – – –
OAM
743
Occidental Asset Management
California
$374K -$22.5K -225 -6%
NDSI
744
Newman Dignan & Sheerar Inc
Rhode Island
$373K – – –
SFG
745
Summit Financial Group
West Virginia
$373K – – –
H
746
HoyleCohen
California
$373K – – –
GVAG
747
Great Valley Advisor Group
Delaware
$372K +$369K +3,685 New
JF
748
Jump Financial
Illinois
$372K +$368K +3,684 New
CIAS
749
Capital Investment Advisory Services
North Carolina
$371K +$15.1K +151 +4%
SVWAG
750
Sound View Wealth Advisors Group
Georgia
$369K – – –
28 29
30
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