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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
751
Parkside Financial Bank & Trust
Missouri
$339K +$12.3K +138 +4%
SAM
752
S.A. Mason
Michigan
$336K – – –
KMWM
753
Keudell/Morrison Wealth Management
Oregon
$336K +$15.9K +179 +5%
SAG
754
Spotlight Asset Group
Illinois
$334K -$8.37K -94 -3%
DTL
755
Dynamic Technology Lab
Singapore
$333K +$325K +3,652 New
RHAM
756
Round Hill Asset Management
California
$332K – – –
AA
757
Ancora Advisors
Ohio
$332K +$2.67K +30 +0.8%
MWM
758
Minot Wealth Management
Massachusetts
$331K -$258K -2,895 -45%
HIM
759
Hotaling Investment Management
Pennsylvania
$331K +$323K +3,630 New
LA
760
Latitude Advisors
Florida
$330K +$3.65K +41 +1%
PCM
761
Pointe Capital Management
Michigan
$329K +$11.1K +125 +4%
KFP
762
KMG Fiduciary Partners
Ohio
$329K +$62.6K +703 +24%
IC
763
Intersect Capital
California
$328K +$63K +708 +25%
AIM
764
Axiom Investment Management
New York
$326K -$385K -4,319 -55%
IPW
765
Inlet Private Wealth
Florida
$326K -$4.1K -46 -1%
TFA
766
Teamwork Financial Advisors
Texas
$326K +$14.8K +166 +5%
HJIM
767
Henry James International Management
New York
$325K -$125K -1,400 -28%
KOC
768
Koss-Olinger Consulting
Florida
$324K +$26.9K +302 +9%
FAM
769
Formidable Asset Management
Ohio
$321K -$15.9K -178 -5%
IF
770
Intrua Financial
Texas
$320K +$801 +9 +0.3%
OAM
771
Occidental Asset Management
California
$318K – – –
CW
772
CreativeOne Wealth
Kansas
$317K -$11.2K -126 -3%
KP
773
Keel Point
Alabama
$316K -$27.2K -306 -8%
TNBTD
774
Trustmark National Bank Trust Department
Mississippi
$314K -$168K -1,885 -35%
SWA
775
Stratos Wealth Advisors
Ohio
$314K +$306K +3,441 New
29 30
31
32 33