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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
801
Edge Capital Group
Georgia
$257K -$9K -100 -3%
RCC
802
Red Cedar Capital
Nebraska
$257K – – –
BAAM
803
Baker Avenue Asset Management
California
$257K +$284K +3,154 New
MCM
804
Murphy Capital Management
New Jersey
$256K -$58.5K -650 -17%
PC
805
Port Capital
Illinois
$256K -$18K -200 -6%
AA
806
Argent Advisors
Louisiana
$256K +$11.7K +130 +4%
PCA
807
Peddock Capital Advisors
Massachusetts
$255K +$1.17K +13 +0.4%
AP
808
Americana Partners
Texas
$255K +$281K +3,123 New
PT
809
Plimoth Trust
Massachusetts
$254K -$18.4K -205 -6%
BHWM
810
Bar Harbor Wealth Management
New Hampshire
$253K -$17.3K -192 -6%
PMA
811
Prudent Man Advisors
Illinois
$253K – – –
MCM
812
Mitchell Capital Management
Kansas
$252K -$720 -8 -0.3%
CC
813
Courier Capital
New York
$251K -$10.3K -115 -4%
1WM
814
1900 Wealth Management
Texas
$250K – – –
PTP
815
Platform Technology Partners
New York
$250K +$1.17K +13 +0.4%
AWA
816
Arete Wealth Advisors
Illinois
$249K -$36K -400 -12%
HW
817
Hancock Whitney
Mississippi
$248K -$72.7K -808 -21%
HPC
818
HM Payson & Co
Maine
$248K +$2.52K +28 +0.9%
MSS
819
Mitchell Sinkler & Starr
Pennsylvania
$246K – – –
MW
820
Marcum Wealth
Ohio
$245K +$32.6K +362 +14%
JWA
821
JFS Wealth Advisors
Pennsylvania
$245K +$99K +1,100 +58%
DWM
822
Dorchester Wealth Management
Quebec, Canada
$244K -$9K -100 -3%
LWM
823
Laidlaw Wealth Management
New York
$243K +$28.8K +320 +12%
ACP
824
Aveo Capital Partners
Colorado
$242K -$128K -1,424 -32%
ESB
825
Essex Savings Bank
Connecticut
$242K -$2.43K -27 -1%
31 32
33
34 35