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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
751
Physician Wealth Advisors
Utah
$305K -$34.7K -386 -10%
GTAM
752
Global Trust Asset Management
Florida
$304K -$2.7K -30 -0.8%
BRWM
753
B. Riley Wealth Management
Tennessee
$302K +$88.3K +982 +36%
RHAM
754
Round Hill Asset Management
California
$298K
PCM
755
Pointe Capital Management
Michigan
$298K +$3.6K +40 +1%
Parallax Volatility Advisers
756
Parallax Volatility Advisers
California
$298K +$328K +3,641 New
BOH
757
Bank of Hawaii
Hawaii
$294K -$90.1K -1,002 -22%
IPW
758
Inlet Private Wealth
Florida
$292K
TFA
759
Teamwork Financial Advisors
Texas
$292K
WCF
760
West Coast Financial
California
$292K +$13.6K +151 +4%
HJIM
761
Henry James International Management
New York
$291K
GRP
762
Global Retirement Partners
California
$291K +$11.8K +131 +4%
KP
763
Keel Point
Alabama
$287K +$4.23K +47 +1%
FAM
764
Formidable Asset Management
Ohio
$286K
OAM
765
Occidental Asset Management
California
$285K
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$285K +$7.92K +88 +3%
AFM
767
Andesa Financial Management
Pennsylvania
$283K -$118K -1,312 -27%
BFC
768
Blue Fin Capital
Rhode Island
$283K -$86.1K -957 -22%
CFA
769
Carroll Financial Associates
North Carolina
$282K -$50.4K -560 -14%
VC
770
Veracity Capital
Georgia
$282K +$1.71K +19 +0.6%
LFA
771
Legacy Financial Advisors
Kentucky
$281K -$68.4K -760 -18%
KCM
772
Kendall Capital Management
Maryland
$280K +$810 +9 +0.3%
KCM
773
Kanawha Capital Management
Virginia
$280K +$9.9K +110 +3%
BIP
774
Blueprint Investment Partners
North Carolina
$280K +$308K +3,422 New
SCM
775
Shelton Capital Management
Colorado
$278K