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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
751
Cromwell Holdings
Wyoming
$475K +$21.2K +199 +5%
CFMC
752
Curbstone Financial Management Corp
New Hampshire
$474K – – –
PWP
753
Principle Wealth Partners
Connecticut
$473K – – –
SMA
754
Seven Mile Advisory
New Jersey
$473K +$69.7K +655 +18%
CCM
755
Causeway Capital Management
California
$472K -$174K -1,630 -28%
PWAM
756
Pinnacle West Asset Management
Wyoming
$472K +$7.98K +75 +2%
HSG
757
Helen Stephens Group
Texas
$471K – – –
GS
758
GTS Securities
Florida
$469K -$579K -5,441 -56%
MHC
759
May Hill Capital
Massachusetts
$467K +$156K +1,466 +54%
SG
760
StoneX Group
New York
$466K +$196K +1,843 +82%
CFSG
761
Community Financial Services Group
Vermont
$465K -$5.3M -49,785 -92%
WANY
762
Wealthspire Advisors (New York)
New York
$460K +$140K +1,319 +47%
PWAM
763
Private Wealth Asset Management
Iowa
$460K +$439K +4,122 New
CI
764
Cambiar Investors
Colorado
$459K -$12.5M -117,862 -97%
HPC
765
HM Payson & Co
Maine
$458K +$5.32K +50 +1%
PWMAG
766
Pinnacle Wealth Management Advisory Group
New Jersey
$458K +$5.22K +49 +1%
BEI
767
Benjamin Edwards Inc
Missouri
$456K -$3.5M -32,839 -89%
YIA
768
YHB Investment Advisors
Connecticut
$456K +$60.7K +570 +16%
ACP
769
Argyle Capital Partners
California
$453K – – –
APWM
770
Argonautica Private Wealth Management
Massachusetts
$451K +$48.2K +453 +13%
SAM
771
S.A. Mason
Michigan
$450K – – –
CIA
772
Capital Investment Advisors
Georgia
$447K -$20.1K -189 -4%
ANBT
773
American National Bank & Trust
Texas
$447K -$9.47K -89 -2%
RIG
774
RiverFront Investment Group
Virginia
$443K +$423K +3,970 New
AAP
775
Arax Advisory Partners
Colorado
$441K +$311K +2,920 +282%
29 30
31
32 33