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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
826
Mosaic Family Wealth Partners
Missouri
$597K +$38.2K +255 +7%
SEP
827
Southland Equity Partners
Missouri
$597K +$18.3K +122 +3%
CA
828
CV Advisors
Florida
$596K +$570K +3,800 New
SIA
829
Strategic Investment Advisors
Michigan
$595K -$13K -87 -2%
HBWM
830
Hollow Brook Wealth Management
New York
$594K – – –
RF
831
Roxbury Financial
New Jersey
$593K +$8.39K +56 +2%
AMIM
832
Aull & Monroe Investment Management
Alabama
$591K – – –
CT
833
ClearAlpha Technologies
Connecticut
$589K +$3.3K +22 +0.6%
IPW
834
Intergy Private Wealth
Colorado
$586K +$51.4K +343 +10%
AIM
835
Aspen Investment Management
Michigan
$586K – – –
NRC
836
New Republic Capital
North Carolina
$584K +$34.9K +233 +7%
ACC
837
Acorn Creek Capital
Colorado
$584K -$13.9K -93 -2%
GBT
838
Grove Bank & Trust
Florida
$583K -$24.1K -161 -4%
HTHT
839
Hemenway Trust Hemenway Trust
New Hampshire
$580K – – –
PAMG
840
Patton Albertson Miller Group
Tennessee
$579K -$13K -87 -2%
DTC
841
Davidson Trust Company
Washington
$578K – – –
PCG
842
Prosperity Consulting Group
Maryland
$577K +$128K +851 +30%
JSC
843
Jackson Square Capital
California
$571K +$6.45K +43 +1%
PIA
844
Perennial Investment Advisors
California
$570K +$3K +20 +0.6%
IFWM
845
Institute for Wealth Management
Colorado
$566K -$3.3K -22 -0.6%
AIP
846
Avail Investment Partners
Pennsylvania
$566K +$186K +1,240 +52%
TAFW
847
Tred Avon Family Wealth
Maryland
$566K -$65.8K -439 -11%
KCM
848
Kanawha Capital Management
Virginia
$566K +$49.3K +329 +10%
IFG
849
Independent Financial Group
California
$558K -$219K -1,463 -29%
CIA
850
Cohen Investment Advisors
New Hampshire
$557K -$12K -80 -2%
32 33
34
35 36