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Novartis
NVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
901
Advisornet Financial
Minnesota
$57K +$6.62K +87 +12%
LF
902
Lee Financial
Texas
$57K +$8.37K +110 +16%
PCM
903
Princeton Capital Management
New Jersey
$57K +$60.1K +789 New
TL
904
TrueWealth LLC
Georgia
$56K – – –
H
905
Hexavest
Quebec, Canada
$53K – – –
KF
906
Krilogy Financial
Missouri
$53K +$11.3K +148 +26%
GFP
907
Gryphon Financial Partners
Ohio
$50K +$10.7K +140 +25%
KAS
908
Kemnay Advisory Services
New York
$49K – – –
DWM
909
Destination Wealth Management
California
$49K +$52K +683 New
WEC
910
Winslow Evans & Crocker
Massachusetts
$48.5K – – –
PGWM
911
Parisi Gray Wealth Management
New Jersey
$48K – – –
HCM
912
Highlander Capital Management
New Jersey
$47K – – –
MCM
913
Monument Capital Management
Virginia
$46K – – –
CIP
914
Convergence Investment Partners
Florida
$45K +$47.4K +622 New
CLOS
915
Compagnie Lombard Odier SCmA
Switzerland
$44K – – –
FMP
916
Financial Management Professionals
Texas
$44K – – –
AIP
917
Ameritas Investment Partners
Nebraska
$43K -$37.1K -487 -45%
PFA
918
Pathway Financial Advisors
Vermont
$42K – – –
CCA
919
Clearwater Capital Advisors
Illinois
$41K +$42.6K +559 New
PCM
920
Polaris Capital Management
Massachusetts
$40K – – –
ST
921
Sageworth Trust
Pennsylvania
$40K – – –
TJHA
922
Thomas J. Herzfeld Advisors
Florida
$40K – – –
IIC
923
Integrated Investment Consultants
Michigan
$40K +$41.7K +548 New
BWM
924
Baystate Wealth Management
Massachusetts
$39K – – –
PMFA
925
Plante Moran Financial Advisors
Michigan
$39K +$1.75K +23 +4%
35 36
37
38 39