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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
826
Mount Yale Investment Advisors
Colorado
$313K +$897 +10 +0.3%
TF
827
Tompkins Financial
New York
$313K +$98.7K +1,100 +50%
MC
828
Miles Capital
Iowa
$312K -$3.5K -39 -1%
BCP
829
Berkeley Capital Partners
Georgia
$310K -$2.42K -27 -0.8%
PB
830
Pinnacle Bancorp
Nebraska
$308K -$8.43K -94 -3%
9WM
831
9258 Wealth Management
Ohio
$308K +$292K +3,249 New
ACM
832
Allred Capital Management
Texas
$307K -$8.88K -99 -3%
TSW
833
Thompson Siegel & Walmsley
Virginia
$306K -$4.49K -50 -2%
WI
834
Wintrust Investments
Illinois
$306K -$718 -8 -0.2%
PTC
835
Private Trust Company
Ohio
$306K +$1.88K +21 +0.7%
PTC
836
Philadelphia Trust Company
Pennsylvania
$304K – – –
AWM
837
Altium Wealth Management
New York
$303K -$19.1K -213 -6%
DWM
838
Dorchester Wealth Management
Quebec, Canada
$303K +$7.63K +85 +3%
LIM
839
Leavell Investment Management
Alabama
$302K +$4.93K +55 +2%
FB
840
Fulton Bank
Pennsylvania
$302K +$24.2K +270 +9%
NG
841
Northstar Group
New York
$301K – – –
5L
842
55I LLC
Massachusetts
$300K +$13.5K +151 +5%
AC
843
Avestar Capital
New York
$300K +$16.2K +180 +6%
CIC
844
Crawford Investment Counsel
Georgia
$298K +$4.76K +53 +2%
RCC
845
Red Cedar Capital
Nebraska
$297K – – –
TPWA
846
TRUE Private Wealth Advisors
Oregon
$297K +$29K +323 +11%
OPA
847
Old Port Advisors
Maine
$297K +$34.9K +389 +14%
EWM
848
Empirical Wealth Management
Washington
$296K -$79.9K -891 -22%
PWMAG
849
Pinnacle Wealth Management Advisory Group
New Jersey
$296K -$42.6K -475 -13%
SMG
850
Smart Money Group
Texas
$295K +$179 +2 +0.1%
32 33
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