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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
801
Endurance Wealth Management
Rhode Island
$181K
RFA
802
Reilly Financial Advisors
California
$177K -$6.5K -73 -3%
FWM
803
Focused Wealth Management
New York
$172K
GWCM
804
Godshalk Welsh Capital Management
Pennsylvania
$170K +$184K +2,065 New
LFR
805
Lehman Financial Resources
Pennsylvania
$168K +$3.38K +38 +2%
TRCT
806
Tower Research Capital (TRC)
New York
$163K -$38.5K -433 -18%
CAL
807
Capital Analysts LLC
Pennsylvania
$162K +$74.9K +842 +75%
IWC
808
Integrated Wealth Counsel
California
$161K
CFG
809
CKW Financial Group
Hawaii
$156K -$94.2K -1,059 -36%
ZB
810
Zions Bancorporation
Utah
$156K +$142K +1,597 +477%
TWA
811
TCI Wealth Advisors
Arizona
$147K -$534 -6 -0.3%
WEC
812
Winslow Evans & Crocker
Massachusetts
$143K
MGIA
813
Moneta Group Investment Advisors
Missouri
$139K -$167K -1,875 -53%
HR
814
Howe & Rusling
New York
$135K
WA
815
WFG Advisors
Texas
$134K -$5.16K -58 -3%
WCM
816
Windsor Capital Management
Arizona
$131K +$142K +1,595 New
FA
817
Friess Associates
Delaware
$130K
Legal & General Group
818
Legal & General Group
United Kingdom
$129K
WC
819
Whitnell & Co
Illinois
$127K +$28.6K +321 +26%
MBT
820
Monroe Bank & Trust
Michigan
$119K
W
821
Wealthfront
California
$115K +$5.52K +62 +5%
CPP
822
Crow Point Partners
Massachusetts
$113K -$77.6K -872 -39%
PO
823
Private Ocean
California
$110K
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$109K
PFBT
825
Parkside Financial Bank & Trust
Missouri
$108K +$117K +1,311 New