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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
851
Andesa Financial Management
Pennsylvania
$244K +$3.6K +41 +1%
FHA
852
Flagship Harbor Advisors
Massachusetts
$243K -$1.23K -14 -0.5%
NG
853
Northstar Group
New York
$243K – – –
AWM
854
Avitas Wealth Management
California
$243K +$252K +2,876 New
PP
855
Pacifica Partners
Canada
$241K -$2.72K -31 -1%
HI
856
Harbour Investments
Wisconsin
$241K +$250K +2,846 New
P
857
Pitcairn
Pennsylvania
$241K +$250K +2,852 New
SPP
858
Single Point Partners
Massachusetts
$241K +$250K +2,854 New
ACM
859
Allred Capital Management
Texas
$240K – – –
PT
860
Plimoth Trust
Massachusetts
$239K -$15.5K -177 -6%
JC
861
Jacobs & Co
California
$238K -$132K -1,500 -35%
TFCP
862
Twin Focus Capital Partners
Massachusetts
$238K +$1.67K +19 +0.7%
SCM
863
Shelton Capital Management
Colorado
$237K -$52.6K -600 -18%
WAAG
864
Wealth Alliance Advisory Group
Kansas
$237K -$6.23K -71 -2%
LWM
865
Lyell Wealth Management
California
$237K – – –
TFS
866
TrustCore Financial Services
Tennessee
$236K +$12.1K +138 +5%
BA
867
Bristlecone Advisors
Washington
$234K – – –
LFA
868
Laraway Financial Advisors
Minnesota
$234K – – –
ACA
869
Aptus Capital Advisors
Alabama
$234K +$4.04K +46 +2%
WT
870
Washington Trust
Rhode Island
$233K -$6.93K -79 -3%
CPIA
871
Cornell Pochily Investment Advisors
New York
$233K – – –
GA
872
GFS Advisors
Texas
$232K -$678K -7,725 -74%
LWM
873
Laidlaw Wealth Management
New York
$232K -$3.51K -40 -1%
RPCONE
874
Retirement Planning Company of New England
Rhode Island
$230K +$439 +5 +0.2%
LCM
875
LCM Capital Management
Illinois
$229K -$1.75K -20 -0.7%
33 34
35
36 37