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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
776
Hotaling Investment Management
Pennsylvania
$318K +$301K +3,630 New
V
777
Veritable
Delaware
$317K -$26.5K -319 -8%
IPW
778
Inlet Private Wealth
Florida
$313K – – –
HLOC
779
H.L. Ormond & Company
North Carolina
$313K +$298K +3,587 New
HJIM
780
Henry James International Management
New York
$311K -$664 -8 -0.2%
GT
781
Glenview Trust
Kentucky
$308K +$292K +3,521 New
TFA
782
Teamwork Financial Advisors
Texas
$307K -$5.48K -66 -2%
SMG
783
Smart Money Group
Texas
$307K +$16.4K +197 +6%
HW
784
Hancock Whitney
Mississippi
$307K +$39.7K +478 +16%
OAM
785
Occidental Asset Management
California
$306K +$747 +9 +0.3%
MWM
786
Meridian Wealth Management
Kentucky
$305K +$16.6K +200 +6%
VC
787
Veracity Capital
Georgia
$303K +$1.25K +15 +0.4%
BOH
788
Bank of Hawaii
Hawaii
$302K -$12K -144 -4%
HWMG
789
Hurlow Wealth Management Group
Indiana
$301K -$65.1K -784 -19%
STA
790
Summit Trail Advisors
New York
$301K +$286K +3,445 New
HPC
791
HM Payson & Co
Maine
$300K +$33.4K +402 +13%
KCM
792
Kendall Capital Management
Maryland
$299K -$747 -9 -0.3%
CHA
793
Carmichael Hill & Associates
Maryland
$298K -$33.2K -400 -11%
CFA
794
Carroll Financial Associates
North Carolina
$298K -$4.15K -50 -1%
RCAG
795
Rehmann Capital Advisory Group
Michigan
$297K -$122K -1,466 -30%
SCM
796
Shelton Capital Management
Colorado
$297K – – –
BAAM
797
Baker Avenue Asset Management
California
$297K +$20.4K +246 +8%
CC
798
Chicago Capital
Illinois
$297K +$62.3K +750 +28%
DDC
799
DF Dent & Co
Maryland
$296K -$166K -2,000 -37%
CDH
800
Charles D. Hyman
$295K – – –
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