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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
901
Winslow Evans & Crocker
Massachusetts
$50.4K – – –
KAS
902
Kemnay Advisory Services
New York
$50K – – –
LF
903
Lee Financial
Texas
$50K – – –
HCM
904
Highlander Capital Management
New Jersey
$49K – – –
MCM
905
Monument Capital Management
Virginia
$49K +$49.6K +658 New
CLOS
906
Compagnie Lombard Odier SCmA
Switzerland
$47K – – –
FMP
907
Financial Management Professionals
Texas
$46K – – –
BWM
908
Baystate Wealth Management
Massachusetts
$44K – – –
KF
909
Krilogy Financial
Missouri
$44K – – –
PFA
910
Pathway Financial Advisors
Vermont
$43K +$43.5K +576 New
PCM
911
Polaris Capital Management
Massachusetts
$42K – – –
ST
912
Sageworth Trust
Pennsylvania
$42K – – –
TJHA
913
Thomas J. Herzfeld Advisors
Florida
$42K – – –
GFP
914
Gryphon Financial Partners
Ohio
$41K +$41.6K +551 New
PMFA
915
Plante Moran Financial Advisors
Michigan
$39K -$43.4K -575 -53%
PS
916
Portfolio Strategies
New York
$39K +$38.7K +513 New
LYV
917
Live Your Vision
Pennsylvania
$37K – – –
BWA
918
Burt Wealth Advisors
Maryland
$36K – – –
PK
919
Pflug Koory
Nebraska
$36K – – –
MFBTD
920
MB Financial Bank - Trust Department
Illinois
$34K – – –
RAM
921
Riggs Asset Management
Pennsylvania
$34K – – –
FCB
922
First Command Bank
Texas
$33K – – –
FCFS
923
First Command Financial Services
Texas
$33K – – –
AS
924
Altshuler Shaham
Israel
$32K +$110K +1,461 New
Carson Wealth (CWM LLC)
925
Carson Wealth (CWM LLC)
Nebraska
$29K -$12.2K -162 -30%