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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
876
Berkshire Bank
Massachusetts
$377K -$39.3K -349 -10%
HSA
877
HBK Sorce Advisory
Pennsylvania
$376K +$55.9K +496 +19%
MEG
878
Millstone Evans Group
Colorado
$375K -$3.38K -30 -1%
RFG
879
Range Financial Group
Oregon
$375K +$8.79K +78 +3%
AWM
880
Aprio Wealth Management
Georgia
$375K +$37.6K +334 +12%
GCM
881
Genus Capital Management
British Columbia, Canada
$374K +$21.9K +194 +7%
SFWA
882
Summit Financial Wealth Advisors
Louisiana
$373K +$14.1K +125 +4%
PFWA
883
Paces Ferry Wealth Advisors
Georgia
$373K -$17.5K -155 -5%
IFG
884
Independent Financial Group
California
$372K +$59.6K +529 +21%
WC
885
Woodstock Corp
Massachusetts
$372K -$7.33K -65 -2%
PIA
886
Perennial Investment Advisors
California
$371K +$4.28K +38 +1%
TM
887
TigerOak Management
New Mexico
$371K -$2.14K -19 -0.6%
BHWM
888
Bar Harbor Wealth Management
New Hampshire
$371K -$33.8K -300 -9%
SI
889
Severin Investments
Missouri
$371K +$345K +3,063 New
FG
890
Foster Group
Iowa
$370K +$2.37K +21 +0.7%
BC
891
Belmont Capital
California
$370K – – –
PI
892
PFG Investments
New York
$369K +$12.6K +112 +4%
EWA
893
EverSource Wealth Advisors
Alabama
$366K +$96.4K +855 +39%
CF
894
Convergence Financial
Missouri
$365K +$2.03K +18 +0.6%
BSTWA
895
Blake Schutter Theil Wealth Advisors
Ohio
$364K – – –
SMA
896
Sage Mountain Advisors
Georgia
$364K – – –
SL
897
Sentry LLC
Tennessee
$364K – – –
SA
898
Sovran Advisors
California
$361K +$335K +2,970 New
BIA
899
Beacon Investment Advisors
Maryland
$360K -$113 -1 -0%
CIAS
900
CFS Investment Advisory Services
New Jersey
$360K +$58.2K +516 +21%
34 35
36
37 38