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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
826
Glenview Trust
Kentucky
$334K +$8K +78 +2%
KWMG
827
King Wealth Management Group
Florida
$334K – – –
CFGS
828
Concourse Financial Group Securities
Alabama
$332K -$1.85K -18 -0.5%
CT
829
Caldwell Trust
Florida
$332K – – –
WC
830
Woodstock Corp
Massachusetts
$332K – – –
B
831
Bailard
California
$331K +$351K +3,426 New
ESB
832
Essex Savings Bank
Connecticut
$331K – – –
SI
833
Seeds Investor
New York
$330K +$349K +3,408 New
KCM
834
Kanawha Capital Management
Virginia
$329K +$6.66K +65 +2%
GDP
835
Great Diamond Partners
Maine
$329K +$103 +1 +0%
IWA
836
Icon Wealth Advisors
Texas
$329K -$23.5K -229 -6%
IIM
837
InTrack Investment Management
Vermont
$329K -$30.8K -300 -8%
RHAM
838
Round Hill Asset Management
California
$328K – – –
RFG
839
RFP Financial Group
Georgia
$327K +$21.2K +207 +7%
SMA
840
Sage Mountain Advisors
Georgia
$327K +$121K +1,179 +53%
GFS
841
GYL Financial Synergies
Connecticut
$325K +$1.02K +10 +0.3%
ICG
842
InterOcean Capital Group
Tennessee
$325K – – –
PSFG
843
Prairie Sky Financial Group
Illinois
$324K – – –
AA
844
Argent Advisors
Louisiana
$323K +$46.1K +450 +16%
SSWM
845
Smith Salley Wealth Management
North Carolina
$322K +$10K +98 +3%
GI
846
GAMMA Investing
California
$320K -$15.9K -155 -4%
MRCM
847
M&R Capital Management
New Jersey
$320K -$41K -400 -11%
APWM
848
Argonautica Private Wealth Management
Massachusetts
$319K -$36.3K -354 -10%
SW
849
StrongBox Wealth
Missouri
$318K +$16.1K +157 +5%
EFSCE
850
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$5.33K -52 -2%
32 33
34
35 36