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Novartis

Name Holding Trade Value Shares
Change
Change in
Stake
CC
901
Chicago Capital
Illinois
$250K -$23.5K -262 -9%
VWM
902
Venturi Wealth Management
Texas
$250K -$22.8K -254 -9%
PRWA
903
Platte River Wealth Advisors
Colorado
$249K +$236K +2,634 New
HIA
904
Harbor Investment Advisory
Maryland
$247K +$234K +2,604 New
SSA
905
South Street Advisors
New York
$246K
ARMT
906
Amica Retiree Medical Trust
Rhode Island
$245K
Prudential Financial
907
Prudential Financial
New Jersey
$244K +$231K +2,573 New
ITIM
908
Indiana Trust & Investment Management
Indiana
$243K -$55.4K -617 -19%
WTFG
909
Wells Trecaso Financial Group
Ohio
$241K +$18.4K +205 +9%
MCCP
910
Mission Creek Capital Partners
California
$241K +$228K +2,543 New
GDP
911
Great Diamond Partners
Maine
$241K +$229K +2,549 New
IIC
912
Ironwood Investment Counsel
Arizona
$238K
RE
913
RBC Europe
United Kingdom
$237K
CA
914
Claro Advisors
Massachusetts
$235K +$3.95K +44 +2%
ACWM
915
Adams Chetwood Wealth Management
North Carolina
$233K +$221K +2,459 New
DY
916
Dowling & Yahnke
California
$232K -$3.68K -41 -2%
WB
917
Webster Bank
Connecticut
$232K +$4.49K +50 +2%
KOCAA
918
Knights of Columbus Asset Advisors
Connecticut
$232K +$220K +2,450 New
Parallax Volatility Advisers
919
Parallax Volatility Advisers
California
$231K -$498K -5,554 -69%
BAS
920
Brown Advisory Securities
Maryland
$231K -$13.2K -147 -6%
FMW
921
Farr Miller & Washington
District of Columbia
$231K
OIA
922
Optimum Investment Advisors
Illinois
$231K
KLI
923
Kelman-Lazarov Inc
Tennessee
$230K
IB
924
Intrust Bank
Kansas
$230K +$2.51K +28 +1%
Thrivent Financial for Lutherans
925
Thrivent Financial for Lutherans
Minnesota
$227K -$147K -1,637 -41%