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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
801
Knightsbridge Asset Management
California
$410K -$18.8K -177 -5%
WB
802
WesBanco Bank
West Virginia
$408K – – –
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$408K – – –
RF
804
Roxbury Financial
New Jersey
$408K -$3.3K -31 -0.8%
BHBT
805
Burke & Herbert Bank & Trust
Virginia
$407K – – –
VC
806
Veracity Capital
Georgia
$406K -$19.4K -182 -5%
CTC
807
Cetera Trust Company
Minnesota
$404K – – –
AMIM
808
Aull & Monroe Investment Management
Alabama
$404K -$2.13K -20 -0.5%
AP
809
Adero Partners
California
$404K +$112K +1,053 +41%
PB
810
Pinnacle Bancorp
Nebraska
$403K -$10.3K -97 -3%
BWP
811
BSW Wealth Partners
Colorado
$401K -$380K -3,569 -50%
CCM
812
Crew Capital Management
Ohio
$401K – – –
PCM
813
Pointe Capital Management
Michigan
$401K – – –
CT
814
Colonial Trust
South Carolina
$400K +$319 +3 +0.1%
WA
815
Wealth Alliance
New York
$399K +$15.9K +149 +4%
SW
816
Simplicity Wealth
New Jersey
$398K -$5.43K -51 -1%
WKWM
817
Walter & Keenan Wealth Management
Indiana
$396K – – –
FAM
818
Formidable Asset Management
Ohio
$396K +$30.3K +285 +9%
MGIA
819
Moneta Group Investment Advisors
Missouri
$396K +$18.4K +173 +5%
HIIFS
820
Harel Insurance Investments & Financial Services
Israel
$393K -$35K -329 -9%
LJAC
821
L.J. Altfest & Co
New York
$392K +$28.7K +270 +8%
ACC
822
Acorn Creek Capital
Colorado
$391K +$15.2K +143 +4%
DDC
823
DF Dent & Co
Maryland
$390K +$3.94K +37 +1%
CI
824
Cherokee Insurance
Michigan
$390K – – –
LG
825
LaFleur & Godfrey
Michigan
$390K – – –
31 32
33
34 35