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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
776
Veracity Capital
Georgia
$313K -$15K -169 -5%
GRP
777
Global Retirement Partners
California
$313K +$11K +123 +4%
WCF
778
West Coast Financial
California
$312K -$9.26K -104 -3%
KCM
779
Kendall Capital Management
Maryland
$312K -$8.9K -100 -3%
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$312K – – –
SCM
781
Shelton Capital Management
Colorado
$310K – – –
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$310K +$25.5K +286 +9%
CWP
783
Concord Wealth Partners
Virginia
$310K +$61.8K +694 +26%
CDH
784
Charles D. Hyman
$308K – – –
WAM
785
Weatherly Asset Management
California
$308K – – –
CAM
786
Cozad Asset Management
Illinois
$307K -$88.9K -998 -23%
BWP
787
BSW Wealth Partners
Colorado
$306K +$298K +3,351 New
PC
788
Port Capital
Illinois
$304K – – –
MGIA
789
Moneta Group Investment Advisors
Missouri
$303K +$6.14K +69 +2%
SF
790
Summit Financial
New Jersey
$302K +$295K +3,311 New
KCM
791
Kanawha Capital Management
Virginia
$302K -$3.83K -43 -1%
PT
792
Plimoth Trust
Massachusetts
$302K -$1.78K -20 -0.6%
CCC
793
Crescent Capital Consulting
Louisiana
$302K – – –
PWMAG
794
Pinnacle Wealth Management Advisory Group
New Jersey
$302K – – –
1SB
795
1ST Source Bank
Indiana
$301K -$138K -1,547 -32%
PTC
796
Private Trust Company
Ohio
$301K -$13.2K -148 -4%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$300K -$14.9K -167 -5%
SFO
798
Stokes Family Office
Louisiana
$300K +$13.9K +156 +5%
MWM
799
Meridian Wealth Management
Kentucky
$300K +$40.1K +450 +16%
HWMA
800
Heritage Wealth Management (Arizona)
Arizona
$299K +$106K +1,189 +57%
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