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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$280K +$72.2K +823 +33%
PSP
802
Principal Street Partners
Tennessee
$280K +$291K +3,313 New
JA
803
JVL Associates
Michigan
$279K – – –
KCM
804
Kendall Capital Management
Maryland
$278K -$11K -125 -4%
GTAM
805
Global Trust Asset Management
Florida
$276K -$8.6K -98 -3%
CCM
806
Crew Capital Management
Ohio
$276K – – –
WWM
807
Western Wealth Management
Colorado
$274K -$41.1K -469 -13%
FLI
808
Family Legacy Inc
South Carolina
$273K – – –
HWM
809
HB Wealth Management
Georgia
$273K +$17.7K +202 +7%
LA
810
Latitude Advisors
Florida
$271K -$563K -6,418 -67%
KMWM
811
Keudell/Morrison Wealth Management
Oregon
$271K -$80K -912 -22%
HLOC
812
H.L. Ormond & Company
North Carolina
$271K -$31.5K -359 -10%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$269K +$877 +10 +0.3%
BHWM
814
Bar Harbor Wealth Management
New Hampshire
$269K +$280K +3,187 New
AIA
815
Alera Investment Advisors
Illinois
$268K +$278K +3,172 New
IRC
816
Investors Research Corp
Georgia
$267K – – –
WAM
817
Weatherly Asset Management
California
$266K – – –
WANY
818
Wealthspire Advisors (New York)
New York
$266K +$52.3K +596 +23%
ECG
819
Edge Capital Group
Georgia
$265K -$64.1K -731 -19%
RCC
820
Red Cedar Capital
Nebraska
$265K – – –
PCA
821
Peddock Capital Advisors
Massachusetts
$264K – – –
EFSCE
822
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$14.1K +161 +5%
OAM
823
Occidental Asset Management
California
$262K -$34.7K -396 -11%
PCA
824
Pallas Capital Advisors
Massachusetts
$262K -$19.2K -219 -7%
HNWAG
825
High Net Worth Advisory Group
Florida
$262K -$12.3K -140 -4%
31 32
33
34 35