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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
801
Summit Financial Wealth Advisors
Louisiana
$274K +$14.2K +183 +5%
CG
802
Cutler Group
California
$274K +$139K +1,785 +100%
VCM
803
Vivaldi Capital Management
Illinois
$274K +$277K +3,563 New
NL
804
NWAM LLC
Washington
$273K -$3.81K -49 -1%
TFS
805
Thoroughbred Financial Services
Tennessee
$273K +$276K +3,552 New
IWM
806
IHT Wealth Management
Illinois
$273K +$277K +3,556 New
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$271K -$417K -5,353 -60%
WI
808
WrapManager Inc
California
$271K +$275K +3,529 New
ERIM
809
Eagle Ridge Investment Management
Connecticut
$270K -$21.7K -279 -7%
KCM
810
Kanawha Capital Management
Virginia
$270K +$3.74K +48 +1%
JCM
811
Jacobi Capital Management
Pennsylvania
$270K +$62.7K +805 +30%
RCC
812
Red Cedar Capital
Nebraska
$269K – – –
PFPT
813
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K +$30.5K +392 +13%
AB
814
AT Bancorp
Iowa
$265K +$5.68K +73 +2%
WB
815
WesBanco Bank
West Virginia
$264K -$2.33K -30 -0.9%
BJL
816
Brighton Jones LLC
Washington
$264K -$1.64K -21 -0.6%
SCM
817
Shelton Capital Management
Colorado
$260K – – –
BAM
818
Berkshire Asset Management
Pennsylvania
$259K -$28K -360 -10%
LIM
819
Leavell Investment Management
Alabama
$259K -$17.4K -223 -6%
LWM
820
Lenox Wealth Management
Ohio
$259K -$7.47K -96 -3%
BCM
821
BTC Capital Management
Iowa
$259K +$32.6K +419 +14%
5L
822
55I LLC
Massachusetts
$259K +$262K +3,367 New
BW
823
Bison Wealth
Georgia
$258K -$2.57K -33 -1%
SMC
824
Smith, Moore & Co
Missouri
$257K -$16K -206 -6%
FA
825
Fortis Advisors
Pennsylvania
$257K – – –
31 32
33
34 35