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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
751
Vicus Capital
Pennsylvania
$284K -$27K -326 -8%
FPFS
752
First Personal Financial Services
North Carolina
$283K -$18.5K -223 -6%
WCF
753
West Coast Financial
California
$283K -$13.7K -165 -4%
RSWM
754
Robertson Stephens Wealth Management
California
$281K -$14.3K -173 -4%
NDSI
755
Newman Dignan & Sheerar Inc
Rhode Island
$281K – – –
SFG
756
Summit Financial Group
West Virginia
$281K – – –
RHAM
757
Round Hill Asset Management
California
$277K – – –
PIMG
758
Patriot Investment Management Group
Tennessee
$276K -$44.3K -535 -13%
NL
759
NWAM LLC
Washington
$275K -$95.5K -1,152 -24%
PTC
760
Private Trust Company
Ohio
$275K -$17.9K -216 -6%
DDC
761
DF Dent & Co
Maryland
$274K +$9.53K +115 +3%
DTL
762
Dynamic Technology Lab
Singapore
$274K +$298K +3,600 New
ARG
763
Advisory Resource Group
Oklahoma
$273K -$3.56K -43 -1%
IPW
764
Inlet Private Wealth
Florida
$272K – – –
RMDI
765
R.M. Davis Inc
Maine
$272K +$4.81K +58 +2%
GVAG
766
Great Valley Advisor Group
Delaware
$272K +$22.3K +269 +8%
IF
767
Intrua Financial
Texas
$271K -$46.8K -564 -14%
HJIM
768
Henry James International Management
New York
$270K – – –
FPAS
769
Focus Partners Advisor Solutions
Missouri
$270K +$85.5K +1,031 +41%
RCAG
770
Rehmann Capital Advisory Group
Michigan
$269K +$12.8K +154 +5%
MWM
771
Meridian Wealth Management
Kentucky
$268K -$46K -555 -14%
VWA
772
V Wealth Advisors
Kansas
$268K -$1.82K -22 -0.6%
V
773
Veritable
Delaware
$267K -$7.21K -87 -2%
VFA
774
Valeo Financial Advisors
Indiana
$267K +$47.7K +575 +20%
PB
775
Pinnacle Bancorp
Nebraska
$266K -$14.4K -174 -5%
29 30
31
32 33