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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
FLI
801
Family Legacy Inc
South Carolina
$334K
PFSC
802
Peoples Financial Services Corp
Pennsylvania
$334K
BCP
803
Berkeley Capital Partners
Georgia
$332K +$9.47K +118 +3%
LWM
804
Liberty Wealth Management
California
$332K +$197K +2,454 +175%
BWAM
805
Boyd Watterson Asset Management
Ohio
$327K +$41K +511 +16%
IWM
806
IHT Wealth Management
Illinois
$326K +$18.3K +228 +6%
WAM
807
Weatherly Asset Management
California
$325K -$6.74K -84 -2%
CPIA
808
Cornell Pochily Investment Advisors
New York
$324K +$161 +2 +0.1%
AAM
809
Autus Asset Management
Arizona
$324K +$302K +3,767 New
HAG
810
HighPoint Advisor Group
Illinois
$322K +$38.9K +485 +12%
JCM
811
Jacobi Capital Management
Pennsylvania
$321K +$17.1K +213 +6%
LA
812
Lau Associates
Delaware
$318K
SFWA
813
Summit Financial Wealth Advisors
Louisiana
$311K +$7.14K +89 +3%
JC
814
Jacobs & Co
California
$310K -$22.4K -279 -7%
PTC
815
Philadelphia Trust Company
Pennsylvania
$309K
BWCS
816
Beirne Wealth Consulting Services
Connecticut
$308K -$144K -1,798 -33%
Vanguard Capital Wealth Advisors
817
Vanguard Capital Wealth Advisors
Colorado
$308K
Lido Advisors
818
Lido Advisors
California
$307K -$19.1K -238 -6%
PTC
819
Private Trust Company
Ohio
$307K +$723 +9 +0.3%
KCM
820
Kanawha Capital Management
Virginia
$306K +$3.61K +45 +1%
MBTD
821
Mechanics Bank - Trust Department
California
$303K -$18.9K -236 -6%
ERIM
822
Eagle Ridge Investment Management
Connecticut
$302K
RCC
823
Red Cedar Capital
Nebraska
$302K
BOH
824
Bank of Hawaii
Hawaii
$299K -$77.3K -963 -22%
GI
825
GAMCO Investors
Connecticut
$299K +$278K +3,465 New