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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
751
Realta Investment Advisors
Delaware
$345K -$2.06K -23 -0.6%
MCM
752
MAI Capital Management
Ohio
$343K -$99.3K -1,106 -22%
NL
753
NWAM LLC
Washington
$339K +$59.4K +661 +20%
IPW
754
Inlet Private Wealth
Florida
$338K -$153K -1,700 -30%
WPP
755
Whalerock Point Partners
Rhode Island
$338K – – –
DAS
756
Dynamic Advisor Solutions
Arizona
$335K -$306K -3,404 -47%
PCM
757
Pointe Capital Management
Michigan
$335K -$2.51K -28 -0.7%
FFA
758
Fragasso Financial Advisors
Pennsylvania
$335K – – –
RHAM
759
Round Hill Asset Management
California
$335K – – –
LWM
760
Liberty Wealth Management
California
$334K -$19.4K -216 -5%
AAM
761
Aureus Asset Management
Massachusetts
$333K -$26.9K -300 -7%
BFC
762
Blue Fin Capital
Rhode Island
$333K -$4.67K -52 -1%
SFG
763
Summit Financial Group
West Virginia
$332K -$53.9K -600 -14%
CBTWT
764
Community Bank & Trust (Waco, Texas)
Texas
$329K +$808 +9 +0.2%
JCM
765
Jacobi Capital Management
Pennsylvania
$328K +$9.16K +102 +3%
IA
766
IFP Advisors
Florida
$327K +$338K +3,766 New
HPCM
767
High Pointe Capital Management
Illinois
$326K – – –
PCG
768
Private Capital Group
Connecticut
$326K +$157K +1,752 +88%
MMHP
769
Murphy Middleton Hinkle & Parker
Georgia
$323K – – –
MMPW
770
Mitchell McLeod Pugh & Williams
Alabama
$322K – – –
IRC
771
Investors Research Corp
Georgia
$317K – – –
IA
772
IFG Advisory
Georgia
$316K -$97.6K -1,087 -23%
IWP
773
Icon Wealth Partners
Texas
$316K -$22.6K -252 -6%
LFAS
774
Level Four Advisory Services
Texas
$315K -$10.2K -114 -3%
BWA
775
BDO Wealth Advisors
Florida
$314K -$17.5K -195 -5%
29 30
31
32 33